Value Opportunities When Stocks Trade Below NAV

Episode 32 - Strategic Risk Taking

Thank you to our sponsor, Swan Bitcoin.

We buy Bitcoin at Swan.com

[00:00:00] Welcome Back to The Hurdle Rate

[00:00:34] Recapping Tim’s Latest Bitcoin Treasuries Digital Conference

[00:13:34] Sentiment vs Conviction with Bitcoin Treasury Companies

[00:25:17] Why do Bitcoin Treasury Companies Exist?

[00:38:18] Strategic Risk Taking