When evaluating “companies,” it is important to know something about the people involved in managing or supporting the actions of management. Below we share with you some of the Bitcoin Treasury companies that LOTM finds interesting or owns. We also link some of the key people involved with the individual companies. Part of our selection process when buying companies is to identify the people involved at the company level. We also note who they reference and might be in their network. We want to own and associate with successful people in the areas we invest.

Companies on the Bitcoin treasury List below that LOTM finds interesting or owns*:
#1 Strategy (formerly MicroStrategy) $371.90 MSTR – Michael Saylor
# 2 Mara Holdings (MARA*) $15.65 Fred Thiel
#3 Twenty One Capital – XXI (CEP, soon to be XXI) $27.55 Jack Mallers, Softbank & Tether and Cantor Co-founders
#4 Bitcoin Standard Treasury Company (CEPO $10.93, Continue reading →

EQX is a hold based on the quant system at Seeking Alpha. LOTM believes EQX quant rating are set up perfectly for a one-year to three-year triple in EQX’s price. Here is my logic.

Note the Valuation, Growth and Profitability rankings below – they all look pretty good to me. The Revisions are bad (down) because the short term problems at Greenstone that are likely fixed or will be soon. The Momentum Ranking is a very big deal at Seeking alpha. I don’t know its weighting in the five sectors but I would not be surprised to learn that Momentum is weighted higher than the othere four ranking in the over all picture. As a value company buyer first and also seeking long-term capital gains I love this quant reading. If I bought today and sold a year plus from now I would expect at least a double in the share price. The stats metrics from Finviz are below the Quant ranking that follow immeditally below. Continue reading →

• Account I – Single stock account. This simply means we might go down to one single stock position on our path to compounding to One Million$ value. Currently the account has four positions. The timeline goal is one double a year for the account.
• Account II – ZTA – Multi-position focused Portfolio Account

I: Make a Million$ Club (M&M Club)

Goal: Achieve 11 doubles, at a rate of one per year to build the account above $1 million dollars after tax.
Starting Date: July 22, 2022
Starting Amount: $1,000 with no money added. For your personal account, contributions to the account will increase the rate of compounding. We are big fans of dollar-cost-averaging (DCA) – even if trading. Catching long-term trends is how one goes about creating wealth.
Perspective: The mental perspective for this account, the money at risk is what you have contributed. The rest is score keeping in the Game of Doubling. Patrick Ben-David provides the game outline – LOTM provides the ideas for the double. Our LOTM goal is to profile for Companies/Stocks that are in position to double in price within a one year time-line. Getting you to trust the process is one of our goals. Many times we buy when the market has hate, fear or apathy towards our ideas. Ride the Continue reading →

An excellent Q-2 is Anticipated

LOTM is anticipating a very good Q-2 report due out in mid-August.
We like HealWell as a company for a one to two year holding period. The August ’25 Q-2 earnings repoer is an event we might trade ‘the stock,” Continue reading →

Follow-up comment on Sol Strategies

Technical Perspective: Price has crossed above both the 50-day and 150-day MAs. If we have a filling of the gap higher and a test of support at or near the moving average prices, It would be approprate to buy the dip with a close stop if you use stops or to beging accumulating sharers on a Dollar cost averaging basis Continue reading →

• MacroVoices with Dr. Pippa Malmgren
• Jack Mallers On The Two Assett Classes The USA Inflate by Weakening The US$

MacroVoices with Dr. Pippa Malmgren

“MacroVoices #490 Dr. Pippa Malmgren: Bessent, Stablecoin & JFK”
July 24, 2025 – 1hr23min

Real-world actions can be compared to the layers of an onion. Most of us operate on the surface layer: we work, raise families, and for the most part, do what our government tells us to do. With critical thinking, we can gain insight and foresight into the deeper, second and third layers of the onion. Continue reading →

The Dam has broken, and a Tidal Wave of Institutional Money is about to sweep into Bitcoin.

What is going to appreciate faster than Bitcoin, are the companies that are enabling the conversion from the Fiat Monetary System to the Bitcoin Digital Store of Value System.

Strategy (formerly MicroStrategy) symbol MSTR, has created investment products that Institutions who could buy Bitcoin directly, can now buy indirectly. Insurance companies and pension plans had to invest a significant portion of their investments in fixed income products by law. Strategy has created fixed income products, over collateralized by Bitcoin, which are acceptable for Pension funds and Insurance companies. Everyone is well aware that the USA and other countries cannot meet their debt requirement other than through the printing presses. The “market” or “Water behind the Dam,” is estimated to be as large as $300 Continue reading →

Alliance Resource Partners (ARLP) $25.54

Market Cap: $3.28 billion – EPValue: $3.7 billion – P/E (fwd) 9.6 – Dividend 10.9%
Shares Outstanding 128 million – Insider ownership 30%

Continue reading →