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Mindflair & Sure Ventures: AI exposure at a bargain price, worth a small flutter surely?

Tom Winnifrith
Monday 28 July 2025
Mr Market doesn’t always price investments reflecting their true fair value and thus we see Bitcoin in Treasury companies trading at multiples of their underlying net asset value of cash and bitcoin holdings even though Bitcoin is very easy asset to value where no judgement is required.

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Tom Winnifrith is the editor of TomWinnifrith.com. When he is not harvesting olives in Greece, he is (planning to) raise goats in Wales.
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