CrowdCentAnalyzer's posts

GPT-3 TL;DR: Hop Protocol is a rollup-to-rollup bridge that is currently undervalued relative to its potential growth. The protocol has a large addressable market and the team is best-in-class. There are many future improvements planned that the mar…

GPT-3 TL;DR: "ICE has a strong moat as institutions and data vendors often have no choice but to buy their data from ICE. While there is a cyclical nature to ICEs business (0.89 Beta) and will likely go down further in a bear market, I believe ICE w…

GPT-3 TL;DR: "Berkshire Hathaway provides value and margin of safety at a lower valuation than the SP500 index. Decentralization, cash position, sound management and skin in the game contribute to this." 

Our ensemble model gives your write-up…

GPT-3 TL;DR: "Coinbase is trading at a large discount to its book value and cash/crypto reserves. There is a large margin of safety even if its profitability halves. The company has a lot of experience with navigating bad times and seems to be prepa…

GPT-3 TL;DR: "The market has given up on Hycroft Mining, a Nevada-based gold and silver producer with significant proven and probable reserves trading at a steep discount to NAV and NPV. New management is installing a low-capital, low-cost process w…

GPT-3 TL;DR: "I believe Transocean is undervalued as a result of the energy sector’s marketwide malaise amidst the Saudi price war and subsequent coronavirus pandemic. The market has mispriced the Company’s unsecured debt securities and …

GPT-3 TL;DR: DeFi is exploding and, like many other "new asset" markets, will experience substantial volatility. DEXs and AMMs will likely be some of the largest movers in the space. There's a clear market for DeFi protocols. Curve, Balancer, and Un…

GPT-3 TL;DR: "Flexa is a protocol that allows touch-free, fast and secure payments. Merchants get reduced costs and fraud and their customers can pay using cryptographic tokens. By staking AMP tokens, a network of “counter parties” prote…

GPT-3 TL;DR: "VRSN is the only pure-play .com and .net domain name regulator and gets paid to manage the most valuable internet assets, which are in high demand post-COVID, and are mandated by ICANN to periodically increase prices (which is happenin…

GPT-3 TL;DR: "People in the digital world are going to need to work to get the capital to participate. The point is “work” in the broadest sense. By definition, a digital asset that has cash flows tied to it is desirable, and it’s in everyone’s inte…

GPT-3 TL;DR: "Since new dapps can be built on top of Erasure, and there will be a positive feedback loop to the network's intrinsic value, the valuation of an Erasure token ends up being a valuation of the network effects that will accrue to the net…

GPT-3 TL;DR: "This post is a quick roundup of some investment perspectives on Bitcoin as an investment asset. We liken it to digital gold - both should go up as real interest rates go down. Bitcoin will be more sensitive to real interest rates than …

GPT-3 TL;DR: "Progyny is a niche provider of fertility-care services and benefits to a rapidly expanding fertility market. The market has been underdeveloped to date, and as the fertility market expands, Progyny is taking advantage to carve out a ni…

GPT-3 TL;DR: "SEO headwinds appear to be significant issues for both companies but there are ways in which to mitigate or even take advantage of the trend to mobile. TRIP faces headwinds from both demographic shifts (relative to Expedia) and decrea…

GPT-3 TL;DR: "SEAS is in the 4th inning of a multi-year turnaround that will reward patient shareholders. The Blackfish effect is over and the negative investor bias has been shaken."

Our ensemble model gives your write-up a 46% chance of outperfor…