ZOOZ · long Zooz Strategy LTD
ZOOZ Strategy trades at a roughly 37% discount to the market value of its Bitcoin holdings and cash on a fully diluted basis.
Wednesday, July 8
Wednesday, July 8, 2026
Everything we published on this day.
7 stories
ZOOZ · long 
IBIT · long Ishares Bitcoin Trust Etf
IShares Bitcoin Trust ETF (IBIT) is presented as a high-conviction Bitcoin position with attractive risk-reward.
GFL · long Gfl Environmental INC
GFL Environmental, North America’s fourth-largest waste manager with a US$19 billion market cap, is pitched long.
Adam D. Wyden on X
@KEDM_COM On 2027 numbers liquidation more mid 30s….$CODI
Odd Lot Arbitrageur on X
Is $NRP a gift at <$100? Appears that way if you can own an MLP. A good/great royalty business that: became over-leveraged, rapidly paid down debt from CFFO, trades at a high teens FCF yield. Potentially feeding the soda ash JV for a bit longer…Long.
Double Down Interactive (DDI): Update
DoubleU’s $11.25-per-share bid for DoubleDown Interactive values its operating business at 0.25-0.7x EBITDA; minority holders can block it…
Ian Bezek on X
@sidecarcap Understand this view if you're new, but Smith has been off-course for five years now. I got worried back in fall 2021 when he bought $AMZN at the dead top right after saying for a decade that he'd never buy Amazon because it was low-margin. He sold it in '23 for a 40% loss.
