Evaluating Public Bitcoin Holders: MNAV and Investment Strategies

In this episode, Natalie Brunell sits down with Eric Semler and Renae Cormier of Semler Scientific, a Bitcoin treasury company that develops innovative technologies to detect and prevent chronic diseases.

Topics discussed:

• Semler Scientific's mission and future, and the evolving landscape of healthcare innovation.
• How Eric learned from Michael Saylor and Strategy
• mNAV premiums
• How Semler Scientific balances healthcare innovations and its Bitcoin strategy
• Semler Scientific's QuantaFlo product and how its medical business can buffer against any Bitcoin bear market
• Semler Scientific's aggressive Bitcoin adoption and accumulation plan

Guest Bio: Semler Scientific Chairman Eric Semler is the founder of TCS Capital Management and has extensive experience as an investor and entrepreneur across various industries. Renae Cormier is the Chief Financial Officer of Semler Scientific, with a deep background in finance, investing, and accounting. Before joining Semler in 2022, she was a partner at Aravt Global and previously worked at PwC. Natalie Brunell was recently appointed to Semler Scientific's Board of Directors.

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This podcast is for educational purposes and should not be construed as official investment advice.

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