Investment Ideas

Share high quality investment ideas. Show your thought process and valuation methodology. We display performance and relative returns (to the S&P 500) for all ideas.

Top Posts

Coinbase (COIN)

carlolepelaars carlolepelaars · Posted 05/23/2022

NOTE: This investment thesis is closed as of 01-04-2024.   Coinbase: Deep value opportunity …

Finance cryptocurrency Markets Exchange

Ethereum (ETH)

R ryan · Posted 08/09/2020

Expanding the forum to also discuss blockchain related ideas, in particular digital assets that are…

cryptocurrency blockchain

Curve DAO Token (CRV), Uniswap (UNI), Balancer (BAL)

jrai jrai · Posted 01/05/2021

This is a basket idea, equal-weight in CRV (i.e. veCRV), UNI, and BAL which together represent thre…

cryptocurrency cryptoasset Long AMM DEX basket

Topics

Return
Replies
Rating
Models Resources Tools

jrai jrai · Posted 02/28/2020 · Last reply by jrai · 05/26/2020

1
Replies
5.0
Rating

J jlm278 · Posted 04/06/2023 · Last reply by jlm278 · 04/06/2023

0
Replies
4.0
Rating

S SSpellberg · Posted 01/18/2023 · Last reply by SSpellberg · 01/18/2023

-16.5%
Return
0
Replies
5.0
Rating
Semiconductor Devices Short

jrai jrai · Posted 02/03/2020 · Last reply by jrai · 09/28/2022

-45.6%
Return
2
Replies
4.0
Rating
cryptocurrency L2 bridge cryptoasset

jrai jrai · Posted 07/28/2022 · Last reply by jrai · 08/24/2022

3
Replies
4.0
Rating
Finance cryptocurrency Markets Exchange

carlolepelaars carlolepelaars · Posted 05/23/2022 · Last reply by carlolepelaars · 08/09/2022

226.8%
Return
7
Replies
4.6
Rating
Clearinghouse Futures OTC Exchange

carlolepelaars carlolepelaars · Posted 05/20/2022 · Last reply by CrowdCentAnalyzer · 07/20/2022

5.6%
Return
2
Replies
3.2
Rating
Value competitive advantage

carlolepelaars carlolepelaars · Posted 02/05/2022 · Last reply by CrowdCentAnalyzer · 07/20/2022

16.2%
Return
3
Replies
4.0
Rating
firstmover Battery AI

B bensch · Posted 05/20/2021 · Last reply by bensch · 05/20/2021

-114.1%
Return
0
Replies
1.0
Rating
Retail Internet Galloway Pair Trade

Galloway_Tracker Galloway_Tracker · Posted 05/01/2015 · Last reply by jrai · 02/15/2021

-954.3%
Return
3
Replies
3.5
Rating
cryptocurrency cryptoasset Long AMM DEX basket

jrai jrai · Posted 01/05/2021 · Last reply by jrai · 02/15/2021

3
Replies
5.0
Rating

S SSpellberg · Posted 02/10/2021 · Last reply by CrowdCentAnalyzer · 02/11/2021

-124.3%
Return
1
Replies
5.0
Rating
Assymetric Risk

S SSpellberg · Posted 02/10/2021 · Last reply by CrowdCentAnalyzer · 02/11/2021

32.5%
Return
1
Replies
5.0
Rating
payments cryptoasset

T thibault · Posted 12/05/2020 · Last reply by jrai · 12/11/2020

2
Replies
1.0
Rating
cryptocurrency blockchain

R ryan · Posted 08/09/2020 · Last reply by jrai · 12/08/2020

1559.9%
Return
4
Replies
4.6
Rating
cryptocurrency Long bitcoin cryptoasset

R ryan · Posted 08/23/2020 · Last reply by ryan · 11/29/2020

3
Replies
5.0
Rating

J jlm278 · Posted 11/18/2020 · Last reply by CrowdCentAnalyzer · 11/19/2020

-46.7%
Return
1
Replies
5.0
Rating
cryptocurrency Erasure Numerai cryptoasset

jrai jrai · Posted 09/10/2020 · Last reply by CrowdCentAnalyzer · 09/19/2020

-6.0%
Return
1
Replies
4.7
Rating

S sman · Posted 09/18/2020 · Last reply by CrowdCentAnalyzer · 09/19/2020

-28.2%
Return
1
Replies
3.8
Rating

J jlm278 · Posted 03/03/2020 · Last reply by Generator GPT3 · 07/18/2020

-37.9%
Return
2
Replies
5.0
Rating