#523: Why a Bitcoin Treasury is the Winning Strategy with Eric Semler
TFTC: A Bitcoin Podcast
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Reflections on Market Bubbles and Contrarian Investing
The chapter delves into the similarities between the dot com bubble of 2001 and current market conditions, emphasizing the tech and media sectors. It explores the speaker's approach to investing, noting success in being contrarian and investing in themes out of favor, such as Google's IPO and Bitcoin. The discussion touches on the challenges of recognizing potential in companies like Netflix and Bitcoin, emphasizing the importance of looking beyond current valuations.
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