- HUT is a large Canadian Bitcoin miner with operations in Alberta.
- Canadian Bitcoin miners like HUT trade at a substantial discount to domestic peers.
- Alberta appears likely to be a friendly jurisdiction in terms of energy consumption, which could be a differentiating factor over time.
- If Bitcoin can make new highs within the next year, HUT appears likely to double or triple along with that move.
Vir Biotechnology is undervalued (Read full article here) Vir Biotechnology's IPO in October was a reasonably terrible flop of an IPO, and likely due to its Vision Fund sponsorship. Vir offers a significant pipeline for a speculative biotech, and the company is holding a significant amount of cash, which the market is failing to fully appreciate. Vir appears to be undervalued and likely to soon trade on clinical data updates. The company appears to represent a strong speculative opportunity in advance of such updating in 2020. Vir's broad pipeline should provide multiple possible opportunities for catalysts, including possible announcements of collaborations with larger peers. Read full article here.