Investment Thesis
NBIS
Thesis:
The Bone Korea
Thesis:
LULU
Thesis: Own best athleisure brand on the planet earth for the next 10 years
VIX
Thesis: more noobs investing in the market more than ever = more weak hands holding stocks than ever ⇒ when the bad news hit, vol will be extreme. the likely downside at $14 is ~30% to $10. Upside is 5x in 5 years. Pretty good deal Bad.
IREN
Thesis:
ZEC
Thesis: my simple left curve thesis here is that the importance of privacy is up only over the next decade and zcash = most lindy privacy protocol -- with a social layer that's as cypherpunk as it gets and a very simple narrative (surveillance dystopia insurance) which i feel is just starting to resonate culturally