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Long Bitcoin, Short MicroStrategy

Chit Chat Stocks

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Investment Opportunities and Strategic Discussions

The chapter explores investment opportunities in Nelmat, Sky Harbor, and potential mergers between Boston Omaha and another entity. It also delves into the strategy of being long on Bitcoin but short on MicroStrategy due to valuation concerns. The conversation highlights the importance of assessing stock performance, understanding industry trends, and finding high-quality businesses at reasonable valuations.

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