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

    4288
    Views
    7
    Replies
    4.6
    Rating

    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

    7122
    Views
    4
    Replies
    4.6
    Rating

    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

    5670
    Views
    3
    Replies
    5.0
    Rating

    Topics

    Return
    Replies
    Rating
    Analyst Toolbox
    Models Resources Tools

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

    1
    Replies
    5.0
    Rating
    DOCN

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

    0
    Replies
    4.0
    Rating
    NTDOY

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

    -16.5%
    Return
    0
    Replies
    5.0
    Rating
    Universal Display Corp (OLED)
    Semiconductor Devices Short

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

    -45.6%
    Return
    2
    Replies
    4.0
    Rating
    Hop Protocol (HOP)
    cryptocurrency L2 bridge cryptoasset

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

    3
    Replies
    4.0
    Rating
    Coinbase (COIN)
    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
    Intercontinental Exchange Inc (ICE)
    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
    Berkshire Hathaway Inc (BRK/B)
    Value competitive advantage

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

    16.2%
    Return
    3
    Replies
    4.0
    Rating
    iRobot Corp (IRBT)
    firstmover Battery AI

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

    -114.1%
    Return
    0
    Replies
    1.0
    Rating
    Long Macy's, Short Amazon (M/AMZN)
    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
    Curve DAO Token (CRV), Uniswap (UNI), Balancer (BAL)
    cryptocurrency cryptoasset Long AMM DEX basket

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

    3
    Replies
    5.0
    Rating
    Hycroft Mining Holding Corporation (HYMC)
    Hycroft

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

    -124.3%
    Return
    1
    Replies
    5.0
    Rating
    Transocean Ltd (RIG)
    Assymetric Risk

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

    32.5%
    Return
    1
    Replies
    5.0
    Rating
    Amp (AMP)
    payments cryptoasset

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

    2
    Replies
    1.0
    Rating
    Ethereum (ETH)
    cryptocurrency blockchain

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

    1559.9%
    Return
    4
    Replies
    4.6
    Rating
    Bitcoin (BTC)
    cryptocurrency Long bitcoin cryptoasset

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

    3
    Replies
    5.0
    Rating
    VeriSign Inc (VRSN)
    Long

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

    -46.7%
    Return
    1
    Replies
    5.0
    Rating
    Numeraire (NMR)
    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
    Progyny (PGNY)
    PGNY

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

    -28.2%
    Return
    1
    Replies
    3.8
    Rating
    Long Expedia, Short TripAdvisor (EXPE/TRIP)
    Pair Trade

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

    -37.9%
    Return
    2
    Replies
    5.0
    Rating