I realize it's all just fun with numbers but something about $MSTR giving forward guidance that assumes $BTC hits $150k by year end thrills me

I mean this earnestly: I eff'ing love the $MSTR earnings calls. The slides are so clever and create so many follow on questions. For example, they'd like you to value $BTC treasury companies on NAV + a multiple of BTC gain... but what happens if they have a BTC loss one year?

What book should Byrne Hobart and I read for our fintwit book club this month? Had some thought about a train book (maybe men who loved trains?) given $UNP + $NSC merger and $CSX activism, but very open to other suggestions Current train book idea: amzn.to/3HeY5pY

Something funny about $BTBD announcing strategic alts with the wrong ticker in their PR (they called it $BTND) and seeing their stock almost double

Excited to have my friend (and one of the people's favorite guests!) Artem Fokin on the podcast tmr. We'll just be chatting all things investing, including using AI, expert calls, improving, and anything else that comes up. Any questions for Artem?

Excited to have Jeremie Eliahou Ontiveros back on the podcast tmr. We'll be talking all things hyperscalers. Any questions for Jeremie?

Excited to have Guinea Value Investments on the podcast tmr. We'll be talking $EDU. Any questions for Shu?

Really enjoyed chatting with my friend Artem Fokin , and did a full series talking about the podcast / webinar to make sure you didn't miss it!

Podcast #335 is up! Andrew Walker discusses getting a job in investing yetanothervalueblog.com/p/how-to-get-a…

Excited to have Century Egg Credit back on the podcast tmr. We'll be talking (what else) $SATS. Any questions on SATS?

I'm doing a free / public expert webinar with AlphaSense diving into stablecoins and their impact on the financial and payment sectors I'm still diving into the sector, so figured I'd crowd source if anyone has burning questions I should address or dive into!