Investors / stance tracking
What Chris Irons is saying
FollowFollowingUnfollowWriter, Quoth the Raven (Substack); ex-GeoInvesting
3 dated public stances tracked since 2017-05-19, most recently 2017-05-19. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Chris Irons's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Chris Irons is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2017-05-19
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BITCOIN | 1 | 1 bullish | 2017-05-19 | |
| GOLD | 1 | 1 bullish | 2017-05-19 | |
| TRADITIONAL-TO-SAAS TRANSITION MICRO-CAPS | 1 | 1 bullish | 2017-05-19 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Bitcoin's hard cap of 21 million units makes it a scarcity store of value analogous to gold, explaining its rise from zero to $1,300 as investors seek limited-supply assets amid fiat debasement
“it doesn't even exist is because it's limited in number there's only 21 million of these that will be printed right”
Planet MicroCap Podcast: LIVE! | Planet MicroCap Showcase 2017
Fed money printing is leading to structural hyperinflation, US debt makes meaningful rate increases impossible, and gold as a finite physical asset provides protection against ongoing currency debasement
“I think we're going to see hyperinflation okay you know I I like gold I like precious metals”
Planet MicroCap Podcast: LIVE! | Planet MicroCap Showcase 2017
2017-05-19
TRADITIONAL-TO-SAAS TRANSITION MICRO-CAPS
bullish
Planet MicroCap · video
Companies with legacy paper-based or manual-service business models pivoting to SaaS earn a re-rating to even half a technology multiple, creating substantial upside from a traditional-industry starting valuation — RR Donnelley capital-markets spinoff is a…
“I think that's probably the one area that I would look at”
Planet MicroCap Podcast: LIVE! | Planet MicroCap Showcase 2017
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