It takes 1 sentence “Make email an address for sending money with your coin and dont have it on the blockchain“
Now having the email address as an address is what is important whether it is on the blockchain or not. The addresses could be jumbled into encryption so people are not worried about who is watching who.
If you were to do this you would get instant reconizability with the wide majority of people. Having crypto as some secretive land is what is stopping Bitshares, Stellar, Bitcoin, and all 500+ rest from reaching a total market cap of $100 billion dollars, 30x more then what it is today, as found here http://www.coinmarketcap.com/ .
We need Crypto Currency to go mainstream that is the only way the 2nd comers who did not get into Bitcoin in the first 3 years but which are in other Crypto Currencies will make any money or really become rich.
It is true that Paypal is just a payment gateway but it is worth billions and any currency is really a gateway to buying things. Someone who created this would just be the first to take the address level to the next level.
First from an Operational Standpoint, what makes Tim Hortons stand out.
If you can get a Chicken Salad Sandwich for $3.60 would you buy it?
This is a sandwich about 80% the size of a footlong at Subway and actual tastes great. Have you ever tried a Chicken Salad Sandwich which is good? I havent, until I went to Tim Hortons. Getting a sandwich for under $4 dollars is ridiculous not to mention the size of this sandwich.
This is not the end of the keynote of Tim Hortons or Restaurant Brands
International Inc (Symbol QSR). Tim Hortons is actually known for its
coffee. It has the best tasting coffee in the world hands
down. It may not be as strong as Starbucks, that is for sure but it
will definitely do the trick, and its cheap too, at around$1.25 – $1.50.
They also have donuts, this coupled with its coffee are its mainstays
but once you get the hang of the place which has a nice decore as found here
You realize its the sandwiches which people come back. Tim Hortons is used
generally as a get together place as well as a study place for
University/College students because of its coffee, store hours and cheap
but high quality food. Its hours are generally till 2am – 3am in the
morning, talk about awesomeness.
To the Investing principles:
Pershing Square the best performing hedge fund in the world last year (made 40%+) bought a 19% stake in (QSR) Tim Hortons in the last month (wow). Warren Buffett co-sponsored the leverage buyout with a 9 – 10% loan which allowed http://www.3g-capital.com/ the private equity firm to buy Tim Hortons and has now listed it on the stock market as Restaurant Brands International Inc. (QSR) Warren Buffetts company Berkshire Hathaway did pick up 4% of this stock in the last month.
You must remember even though this is a relatively new issue, it use to be listed I believe as Tim Hortons in Canada and the US and was subsequently bought by 3G Capital. So the PE ratio isnt stated on Google Finance, ie here https://www.google.com/finance?q=TSE%3AQSR&ei=1WSvVNnoGe7FiwLW2IBo .
As a note Warren Buffett is worth $70 billion and one of the owners of 3G Capital is worth $20 billion, so your investing with people who know exactly what they are doing, EXACTLY.
Comments are appreciated and any will be used to make this piece better and subsequent pieces better.
This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.
1) It is diversified and an investment company
It owns nvestments in, Automative, Gaming (Casino), Railcar, Food
Packaging, Metals, Real Estate and Home Fashion companies, so this is a
very diversified company. Sometimes it owns the companies outright
sometimes it owns the companies through stock investments.
2) The company is worth $11 billion dollars and has a 6.57% dividend
(yield/interest rate) (as of Jan 5 2015)
3) It is run by Carl Icahn hes worth $25 billion
(http://en.wikipedia.org/wiki/Carl_Icahn)
4) Over the last 2 years as https://www.google.com/finance?q=NASDAQ%3AIEP&ei=GTKrVOHoJu-1iALtn4CoDg the stock is up 79% (as of Jan
5 2015) but it is down 22% this year (1 year out not this year 5 days).
Meaning your buying it cheap. It is down this year as it has oil
investments.
Reasons to like it even if you think its not that good
1) It is $91.26 a share, you have to remember Berkshire Hathaway was
once at $30 dollars a share and is now at $200,000 US a share (NYSE:
BRK.A) https://www.google.com/finance?q=NYSE%3ABRK.A&ei=VDOrVNn_O4- PigK38YD4AQ
2) Its dividend may restrict some growth as profits are being
distributed which is both a good thing but a bad thing. Berkshire
Hathaway is run by Warren Buffett the 2nd richest man in the world
(worth $70 billion plus as of Jan 5 2015) his company doesnt distribute
profits in the form of dividends, only a higher share price.
In my opinion going with a trusted billionaire Carl Icahn is a safe bet, you are putting your money with his and hes proven to be good.
This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.
I make short posts but I try to be indepth. (As a note its no longer BitsharesX but Bitshares)
Now first how come Bitshares (BTS) is so undervalued? Bitshares is worth $34.6 million while Ripple is worth roughly $2 BILLION and they are almost exactly the same. As found here http://coinmarketcap.com/ you can see marketcap . Now understand when you go to that link, coinmarketcap, you will see Ripple is at $588 million as of the writing of this article but this is ONLY 30% of the Ripple supply. So this means Bitshares is valued at 1/60th ($34.6 million x 60 = $2 billion) isnt that crazy, isnt that an investment of a lifetime. A 60 bagger.
Bitshares (bitshares.org) is a revolutionary technology that has features that are almost exactly the same as Ripple (www.ripple.com).
The real question is, how are the technologies similar?
1) They have as fast as visa transaction times, bitshares is at 5 – 10 seconds, Ripple is at 3 – 5 seconds. As a note Bitcoin has a 8 – 15 minute transaction times which means youll never use it in the super market.
2) They both have forex currency trading
3) That is all how they are, they are nothing more than these 2 features other than the technology behind it. I believe.
Now how are they different?
1) Ripple is centralized and can be targeted from a Quantum Computing attack when that technology comes out. How so, it will only have maybe half a dozen to a dozen server farm locations. Bitshares has 101 delegates who each act as a server farm, this is incredibly difficult to take out 101 targets at once, if 90% of the targets got taken out, transaction times may be slowed to 20 – 30 seconds each, which is still about 20x times better than Bitcoin.
2) Bitshares Chairman Dan Larimer aka Bytemaster (http://bytemaster.bitshares.org/) has a vision that is greater than Ripples’ and has the know-how and execution techniques to do it.
3) The owners of Ripple who made it, the company, owns 70% of the Ripple supply, is that really fair? No, but is that another side-chain issue, yes so we wont talk about that. On a similar note though the most a person owns in Bitshares is around 5 – 10% (I dont have the most accurate statistics but Bytemaster Dan the one who made Bitshares controls roughly 90 million out of 2.5 billion Bitshares this is 3.6%
4) Bitshares has delegate positions 101 of them that are paid at roughly $1,700 – $2,000 a month at present market cap but at a market cap of 2 Billion those paid positions will be worth $1.2 MILLION a year, thats with a M, a year. You wont get all that money but you will get probably 10 – 30% maybe even 70% depending on how much work you do which is roughly $100,000 to $300,000 a year. You negotiate with the community and if your like a Super Affiliate, you get rewarded. Now a delegate position is either marketing delegate (you do online, offline, grassroots, etc etc) marketing styles. There is dev/programmer/engineer positions, there are compliance positions, there is anything you can think of tucking in your ability into as long as the community believes your good and your voted in. Basically if you get voted in (basically by the amount of bitshares there is, you need a small portion, it is no more than 5 million bitshares at the moment (it will be a lot more in the future), you get voted in. You dont need those bitshares you just need people to vote you with there bitshares, YES BITSHARES YOU CAN VOTE IMAGINE DIRECT DEMOCRACY OR VOTING FOR YOUR POLITICIAN USING BITSHARES, ITS HAPPENING ITS CALLED BITSHARES VOTE A SEPARATE BUSINESS BEING CREATED BUT YES YOU CAN VOTE IN THE ORIGINAL BITSHARES, THIS IS TRULY A REVOLUTIONARY TECHNOLOGY. (sorry for the bolded caps its just that important)
5) Ripple does have an advantage with that it integrated into a few banks in the banking industry which is big but bitshares is its OWN banking system, it is the revolutionary technology that bypasses all pre-existing protocols.
Now whats going on to get to the 2 billion market cap for bitshares valuing bitshares from 1.7 cents each to $1 dollar each.
1) There is 2 communities a Chinese community and a English community. They both have marketing delegates and as of this writing if your an online super affiliate and want to make a shitload of money, become a marketing delegate go here https://bitsharestalk.org/index.php?board=5.0 make a post and here is an example of a formal proposal which is really good and should be voted in https://bitsharestalk.org/index.php?topic=12833.0;topicseen
2) An extension to the post there is about 6 – 10 marketing delegates as of right now but it is very new, the oldest one is just 1.2 months old so they havent had time to get traction yet. Traction is coming, this could be a huge opportunity for you.
That is a wrap, make a comment if you think I should make this post more and I will add to the post and cite you, all comments are welcome. Here is a short video to end www.youtube.com/embed/iC0ppfbp0gI
This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.
Market Cap: $22.04 Billion USD
Dividend Yield: 1.66% a year 52 Week Range per share: $9.24 – $18.00 (your buying it cheap at $10.14 presently)
PE: roughly 7*, they are worth $22 billion and they profit $4.5 billion before tax and $3 billon after tax.
Why do I like this company?
1) Its owned by a billionaire John Fredriksen http://en.wikipedia.org/wiki/John_Fredriksen hes worth $11 billion US Dollars. So your getting someone proven.
2) Your getting for a company that is half the average PE ratio, market PE is 16 average, your getting it for 7. Their website says http://investor.maersk.com/estimates.cfm 15 but if you look in their interim report http://files.shareholder.com/downloads/ABEA-3GG91Y/3790933301x0x793512/16FE96BF-5938-441D-9DC6-6F79B6B88D61/Interim_Report_Q3_2014.pdf page 3 of 46 you see they made $3 billion last year 2013.
3) Your getting paid to hold it a bit 1.66% a year
4) The shipping business has been out of favor for years look at the Baltic Dry Sea Index (the shipping cargo price indicator) http://www.investmenttools.com/futures/bdi_baltic_dry_index.htm its substantially down from 2009, roughly 13,000 to 1,200 this is not a typo. So your buying the asset cheap, eventually its going to go up again.
5) They are not just in the cargo business of owning ships, they also own ports and have many lines such as
Maersk Line – Shipping oil and other goods
APM Terminals – A huge port business
Maersk Oil – Oil production
Basically your getting a beaten down asset because oil is at $55 dollars roughly a barrel. If oil heads to $70 Maersk is going to be a $15 dollar stock at the least, that means your going to see an upside of 50% in probably 1 – 3 years which means your making 14% compounded a year which is good.
This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.
Think about it Russia is going through a similar state that the United States went through in 1980, sky high inflation, high government expenditures and war (the United States I believe was in War with the Soviets in Afghanistan and the United States was in war with the Soviets in the Cold War). Also US productivity growth was not the highest in 1980 because we were just about to be on the cusp of the Technology Revolution, whereby the Russians are in an oil problem right now so they have not low productivity but big problems (low productivity growth is a big problem. But in the 1980s when the US had 15%+ interest rates did they come out on top and was that (the bond market) a really good fixed investment, yes!
Also sanctions because of the war with Ukraine have caused Russias USD (US Dollar) position to begin to go down. The Russians are having to use there public pension fund money to backstop the currency system by using some of the money to fund the banks in Russia. This is all not a sustainable path and the Russian government needs $70 dollar oil.
But lets step back for a second. The Russians have $420 billion reserves (link: http://cbr.ru/eng/hd_base/default.aspx?Prtid=mrrf_m ) and they have a resource rich country. They have low government debt (as much as 1/5th) as the US in a percentage terms of the economy, the US is 100% debt to GDP, the Russians are like 20%. So is there a prospect of Russian bond default? No of course not, they have a lot of Cash and Assets and low debt. Does this mean though that the Russian rouble will stay weakened for a time, probably but will the price of oil eventually go back up? YES of course, we are going to need oil for a long time to come, Tesla (TSLA) is not going to solve the oil problem anytime soon.
Is a 19% interest rate a good deal and a good bet for you bond portfolio? Yes
Is there a risk of loss to this or any investment? Yes
Is there a chance the Russian Ruble will weaken and there will be some currency loss to your investment? Yes but will you come out better in 10 years if your in a Russian 10 year bond, probably.
This material has been prepared by Thevalueswan.com . This document is for information and illustrative purposes only and does not purport to show actual results. It is not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. Reasonable people may disagree about the opinions expressed herein. In the event any of the assumptions used herein do not prove to be true, results are likely to vary substantially. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate its ability to invest for a long term especially during periods of a market downturn. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Thevalueswan.com , other than to your employees. This information is provided with the understanding that with respect to the material provided herein, that you will make your own independent decision with respect to any course of action in connection herewith and as to whether such course of action is appropriate or proper based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Thevalueswan.com does not purport to and does not, in any fashion, provide broker/dealer, consulting or any related services. You may not rely on the statements contained herein. Thevalueswan.com shall not have any liability for any damages of any kind whatsoever relating to this material. You should consult your advisors with respect to these areas. By accepting this material, you acknowledge, understand and accept the foregoing.
I believe this graphic from Zillow is good just in the sense that it says there is a “sizable increase” in rental burdens for people this year. Did San Francisco really go up 13% last year? Probably not but 5 – 7% is reasonable, be skeptical but be aware that the trend is up.
Imagine a financial exchange that acts as something like a bank where by you put your money there, you get interest to hold your money there, you can then pay like a debit card your purchases of goods, and its like a financial exchange where you can trade currencies, bonds, and stocks. There are other exciting developments happening like a decentralized p2p lending exchange so you will be able to find lenders for that car or mortgage. We are also going to be a decentralized house title exchange whereby people will be able to register there property on the blockchain, we are figuring it out, stay tuned, Dan, aka bytemaster is the next Bill Gates, watch it. Also we are changing the way people vote, no more corrupt politicians, in the end we are looking to bring back direct democracy and greek democracy. Lastly there are many opportunities to be your own “DAC” like Bitshares Super DAC, we envision a future where people run a computer at home and its like the Matrix whereby it provides there living standard through some sort of business on a(the) blockchain, whether it is a p2p lending small institution (you being the institution) or through your own file sharing exchange using the blockchain making the apple itunes of file sharing block chains. Anything we are it, why anything when you can bitshare? Bitshares is also a financial opportunity but as anything there is a chance of loss.
