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I explain the math on why I think Tesla will likely book a significant impairment loss on their Bitcoin holdings for Q2 and what this means. "This paper sheds further light into the discussion of whether the value premium is driven by risk or behavioral factors by providing out of sample tests using Canadian data, a search process that involves both P/E and P/BV ratios and a research methodology that minimizes any potential data snooping problems. The key is figuring out which stocks are what to invest in today mistakes and which represent opportunity.
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