new gamba hobby:

"Tokenomics Value Fund"
-> my vault on Hyperliquid

- 87 trading days
- 67.1% total return
- Sharpe: 4.15
- Sortino: 8.5
- Calmar: 97.4
- Vol p.a: 54.1%
- max drawdown: -7.52%

Benchmarked against $BTC
- Alpha: 2.05
- Beta: -0.57
- Corr: -0.35

current investment limit:
15'500$

Anyone else find Swiss public transport pricing unnecessarily complicated?

- GA Travelcard (simple but CHF 4,000)
- Point-to-point travelcards
- Half Fare Plus with the prepaid reload discounts
- Or sticking with regular Half Fare Travelcard

simple solution:
sirindudler.github.io/SBB-Travelca...

good thing you got this search engine, found some.

CSGO/CS2 investing - exhibit 1

In late October '23 I bought this arguably good looking, but objectively very rare skin from a friend for 50 CHF.

In March '25 sold the item sucessfully on csfloat (skin for cash platform), but stupidly missed the notification email.

The transaction was cancelled.

close enough, welcome back michael burry!

Decent writeup of T-Mobile

But, lack of valuation, shareholder structure.
Not a unique idea yet, needs a compelling story!

Try to cohesively explain, why the company is misunderstood by the market, how is FCF-yield comparing to comps?

And as always:
WHAT ARE THE CATALYSTS?

#valueinvestorsclub

Q: "Can we pay 75m in annual interest?"

A: "Don't worry, we have 400m in revenue, which is cashflow adjacent!“

#mstr #btc #nfa #gaap #ebitda