Bitmine Immersion Technologies: Time To Start Paying Attention
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Thomas Carroll9 FollowersFollow5ShareSavePlay(14min)Comment(1)SummaryBitmine Immersion Technologies (BMNR) offers pure-play exposure to Ethereum’s tokenization and is currently priced near book value, with no debt and a small dividend.BMNR’s differentiated strategy—debt-free structure, dividend, and growth via Moonshot and MAVAN—positions it beyond a mere ETH holder.Leadership’s Wall Street and crypto pedigree uniquely bridges institutional capital and blockchain innovation, enhancing BMNR’s strategic value.Investors effectively get BMNR’s Moonshots and MAVAN segments for free, with upside tied to ETH adoption and potential for systemically critical scale.Editor's note: Seeking Alpha is proud to welcome Thomas Carroll as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. This article was written byThomas Carroll9 FollowersFollowMy investing approach is very simple. I look at investments like tools with each one having different characteristics, capabilities, and risks. Nassim Taleb said something along the lines of "Don't tell me what you think. Tell me what is in your portfolio." In that spirit, I own low-cost index funds (think VTI, VOO, QQQ), U.S. T-Bills/Treasuries, investment real estate and just a small percentage of individual stocks. I select individual stocks to either fuel long term growth above the rate at which the index reasonably offers or to provide a higher level of income compared to investment real estate. My current individual stock holdings are AMZN, TSMC, EPD, TROW, and BMNR. I'm long only in all of these stocks except for TROW, against which I consistently sell covered calls. My articles generally focus on investments that I personally own or strategies that I employ. If I'm writing about something I don't personally own, I will state that upfront. By trade, I'm a real estate investor and broker. I hold an MBA from Maryland's Smith School of Business and write for Seeking Alpha because I find real enjoyment in it. It forces me to really think through my decision making and opens me up to feedback from the community. So, thank you for reading and thank you for your input!Analyst’s Disclosure:I/we have a beneficial long position in the shares of BMNR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.