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Semler Scientific Added 47 Bitcoin to Holdings, Bringing Stack to 1,058 BTC

To this point, Semler is at about breakeven on its bitcoin investment.

This is the new ARB MODEL for SEMLER

It is on fire today by the way and I do not own any. I had planned to buy it day 1 but they had no options so I passed.

Files

Previews only

SEMLER Arbitrage Calculator Patreon Nov 5, 2024

Comments

Osaka

How do I follow the ARB model ?

Nathan

Bought day 1 because of the alert... Bought more in the 30s... Loaded at low 20s. To the point that I cleared 5k shares. Stayed the course and cut 1/3 today. Will continue to add back on any weakness.

Wily Puma

Bought then too...above my cb finally. Should have got more at 22 but was worried if they were going to commit.

crpterl

I'm up 23.5% but on such a small bag it really doesn't matter (50 shares)

Andy

I bought a small position on your call also Thanks James

Emel

Haha, I win, I have 45 shares. "There's always a smaller fish." ;) But in fairness dude, doesn't matter how small the bag is. Growing it is what counts. (: So it absolutely does matter. In fact, if you are like me and have small bags, it maybe matters more than growing big bags. (: I think it's important to keep that in mind. (:

ChatBTC

Huge earnings beat yesterday

Wolfman Racquetball

If it's like the micro strategy arb, it should be as easy as buying when you get a buy signal below the arb cloud. Sell when the signal is above the arb cloud.

ChangeAgent

have been nibbling.. someone said in the chat a while back that James would only buy if SMLR got back to 20$ .. kinda stuck in my head so I remained cautious. It wasn’t pumping like sol strategies or Meta Planet which unnerved me. Probably still early innings on this one

TeslaToshi

I nibbled some SMLR two months ago...no regret. Buy in @23.60$

Burton K

Where did the enterprise value in the spreadsheet come from?

TipOfTheMittFlips

Don't know if anyone reads comments on older posts but would love to have this model updated with their new btc holdings total. I think its currently trading at a discount?

Madra Rua

Had the same thought. They now hold 1,273 bitcoin , so premium is roughly 44% now with share price at 66.