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Muista SBF:n "kuvittele laatikko" @matt_levine haastattelu - kaikki rakastavat tehdä versiota tästä jutusta.
16.7.2025
Core idea is treasury co should be worth >NAV bc it has ability to arbitrage its own stock trading +/- NAV
He also describes later why it’s “heads I win, tails I breakeven” for private investors but a bad buy for public investors
So mostly these just monetize uninformed retail
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