Liberty Global: Unlocking Value Through Corporate Restructuring
"Mike Freeze is 100% driven to unlocking all this value. Liberty Global trade is really cheap. He points to a recent spinoff and hints at further share buybacks and deconsolidation moves that could unlock latent value."
The discussion highlights Liberty Global as an undervalued asset. Despite a flat share price over the past decade, CEO Mike Freeze is expected to pursue share buybacks and spinoffs, which could unlock significant latent value through strategic corporate restructuring. Investors attuned to value catalysts in media-related companies might view this as an attractive, medium-term opportunity.
Long-Term Buy Opportunity at Coinbase on Dip
"Then you've got Coinbase. Okay, this is a bet on crypto. Yes, it's overvalued. But guess where the biggest inflows in ETFs were over the last 6 months? It's crypto ETFs. It's IBIT. It's ETHA. And so it's a very simple, hey, the 4hour algorithm makes me about as much as buy and hold. It got me out here. I don't want to get out here. I think the base is putting in right around 300. So if it dips down to 280, I'm buying more. A long-term buy and hold."
The speaker outlines Coinbase as a long-term buying opportunity despite acknowledging its overvaluation, citing strong ETF inflows and a support level around 280 as an attractive entry point for accumulation.
Coinbase Shares Decline Despite Fresh Fundraising
"And finally, Coinbase, which is really moving in tandem with the other crypto stocks. So we are seeing crypto down more than 2%. Bitcoin, which is lowest in a week and a half. And so ticker Coinbase, C-O-I-N, following suit and shares down nearly 3% at the moment. So some good news from its cardless partner, raising $600 million in fresh funds. But that's just not doing enough for the crypto decline."
Coinbase (COIN) is under pressure as shares drop nearly 3% amidst broader crypto weakness, with Bitcoin hitting a week-and-a-half low. Although the company raised $600M through its strategic partnership, the capital boost failed to counterbalance the negative market sentiment affecting crypto stocks.
![[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/2862374/2862374-1613085518959-c8592d1bd21bb.jpg)
Strong and Aligned Retail Shareholder Base
"I would say we have the best retail base of any junior company I know. We work very closely with our investors, hosting events and maintaining transparency. This loyalty and alignment is a big competitive advantage for Magna."
The CEO highlights Magna Mining's advantage in having a highly engaged and supportive retail shareholder base. This alignment is seen as a strategic asset that can help sustain long-term growth and provide a buffer against market volatility.
Add to Coinbase (COIN) Position on Dip Near $300
"I bought coin at around 320 and now it024 to 328 in pre-market. I0 am willing to go in when it puts a floor around 300."
The host explains his trade on Coinbase (COIN), noting he entered around $320, and with pre-market trading at approximately $324-$328, he suggests adding to his position if the price drops to around $300, indicating a floor support based on his four-hour algorithm.