Table of Contents
Karuizawa ‘Aqua of Life’ 50-year old Whisky
???? Recommended on Nov 22
The valuation is extremely fair, and given the outsize influence of Japanese whiskies on the price increase for the broader whisky category, this is a blue-chip alternative asset. The bottle is also safely stored by Cult Wines in Melksham, England.
New Hampshire broadside of the Declaration of Independence
❌ Passed on Nov 22
The hype is real, but we passed on this for couple reasons. Rally posted a trading history of broadsides in their SEC filings, and two of these sold in 2021 for under $1m. This asset has been in pre-funding for months, and there will be many investors eager to cash out when this first trades; another reason to avoid the drop.
The Mareeba Avocado Orchard in Queensland, Australia
❌ Passed on Nov 23
When diving into the details of the Mareeba Avocado Orchid, the risks outnumber the benefits and the offering should be considered the pits. We believe the risks presented by the cyclically depressed avocado market threaten the projected returns.
Napa Valley 2018 Collection
???? Recommended on Nov 24
Given the prestige of wines from the Napa valley region, and the fact that 2018 was a killer year for Napa, Vint’s collection is appealing. Furthermore, the market cap is undervalued by 11%, presenting a good opportunity for wine connoisseurs & investors looking to diversify their portfolio.
Wilt Chamberlain 1962 100 Point Game Ticket
???? Recommended on Nov 25
We’re bullish on ticket stubs in general, and this one is a gem. The market cap is is $115,000 and our Inferred Value pegs this at $200,000. Huge upside here. No-brainer at $10/share.
Mortal Kombat 1993 SNES WATA 9.8 A+
❌ Passed on Nov 26
- Market Cap: $90k
- Inferred Value: $72k
High valuation, low momentum. While we’re long-term bullish on the older rarer video games, I’m short-term bearish on more modern games like Mortal Kombat
Cobra Commander G.I. JOE 1983 Hasbro Series
❌ Passed on Nov 28
- Market Cap: $45k
- Inferred Value: $34k
Valuation is too high. Toys have been on a tear lately, but this has 30% to make up before it gets to breakeven. Which isn’t to say it won’t moon when it trades. But still, the numbers don’t work for us.
Manny Pacquiao 1999 World Boxing PSA 10
❌ Passed on Nov 29
- Market Cap: $16k
- Inferred Value: $14.4k
Valuation is too high.
DC Comics Batman #181 CGC 9.6
❌ Passed on Nov 30
- Market Cap: $50k
- Inferred Value: $39k
Valuation is too high.
1955 Topps #124 PSA Mint 9 Harmon Killebrew
???? Recommended on Nov 30
- Market Cap: $36,250
- Inferred Value: $39,950
Killebrew is underrated by many and his cards are trending upward. This card could be hit by the general downswing in mid-tier cards, but we think it’ll hold up and continue to appreciate. Easy buy at $10/share.
Chromie Squiggle #524
💰 Sold on Nov 22
We bought this at $1/share and sold this @ $2.10/share, for a 110% profit
