FRMO

OTCMKTS: FRMO

Each archive contains the following sections: General, YouTube, Write-Ups, Tweets, Podcasts, and Miscellaneous.

As I come across a relevant piece, it will be added.

Happy perusing.

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Last Updated: 05/20/22

General

• FRMO Homepage

YouTube

Write-Ups

• Investing in Horizon Kinetics through the back door with FRMO [Oddball Stocks]

• FRMO Corp | Investing along Murray Stahl & Steve Bregman [Fundamental Finance Playbook]

• Embedded Optionality | FRMO Case Study [Fundamental Finance Playbook]

• Renn Fund | Enter Horizon Kinetics [Fundamental Finance Playbook]

• Winland Holdings Corporation (WELX) [Fundamental Finance Playbook]

Tweets

Andrew Walker @AndrewRangeley

Lots of people comp the value of $BTC to gold. $FRMO thinks that's way too small.... the right #Bitcoin comp is all of the world's M2 PLUS all government bonds (and maybe throw a premium on top of that). $300 trillion target market cap, up 502x from here.

North Bluff Capital @bluff_capital

$FRMO $COIN Murray Stahl discussing FRMO's investment in Digital Currency Group and exposure to Coinbase via the DCG investment. seekingalpha.com/article/442076…

Gísli Eyland @GisliEyland

A few thoughts on $frmo and embedded optionality

fundamentalfinanceplaybook.comEmbedded Optionality | FRMO Case Study - Fundamental Finance PlaybookFRMO Corp is a poster child of embedded optionality. Murray Stahl and Steve Bregman’s investment philosophy is all about opportunities with free call options.

Podcasts

Miscellaneous

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