Please join us for a timely discussion about hard assets and inflation. Gary Brode of Deep Knowledge Investing will be covering gold, bitcoin, and inflation with Peter Doyle and Chris Bell of Horizon Kinetics. Horizon Kinetics manages $5 billion, and were early investors in bitcoin.
Silvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based...
Read MoreOn back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks...
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I’m currently in Florida, Uruguay and heading back to Montevideo soon. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in...
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