BargaInvest Capital

A journal of a value investor

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Real-Time Issues

Gresham’s Law: From the Royal Mint to the Blockchain
The StubHub “Stub”: 10x Forward EBIT for a Market Monolith?
The “Billionaire Riddle”— A Gambit, Not a Strategy
The Gold–Silver Ratio Is the Most Misleading Indicator in Precious Metals (Here’s the Data)
A Deep Dive: Americold Realty Trust (COLD)
Where CAPM Went Bonkers – A Charlie Munger Perspective
Accelerant: Is It Truly a Disruptor?
Why Central Banks Aren’t “Dumping Treasuries” And Why the Gold Narrative Is Overstated
Beyond Meat: From Cigar Butt to Crowd Delusion
Beyond Meat: The Last Puff Left?
Why Bitcoin in Corporate Treasury is Risky Business
Wolfspeed’s Restructuring: Equity Wipeout

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Disclaimer: The content on this site is for informational purposes only and is not legal, tax, investment, or financial advice. Always do your own research or consult a qualified professional before making decisions. This blog shares ideas and observations — not recommendations.

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Gresham’s Law: From the Royal Mint to the Blockchain

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