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$KYOSHA

Kyosha
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Kyosha is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest thesis
Martin Skrey holds Kyosha at 3x earnings alongside Leopold's portfolio▾

Kyosha trades at a deeply discounted 3x earnings, and as a holder Skrey believes the forced liquidation of levered funds creates opportunity to own quality assets through the volatility.

martin skreyT2TBPN2026-07-30
confidence 70 / 100impact Medium
key themes
  • AI Bubble / Capex Debate100%
  • Space Economy100%
  • Hedge Fund Leverage & Prime Brokerage100%
  • Hedge Fund Mechanics100%
  • Venture Capital100%

bull thesis · 1

88 / 100
  • •Martin Skrey holds Kyosha at 3x earnings alongside Leopold's portfolio

bear thesis · 0

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  • — none —

mentions · 1

TBPNLeo Sold, Ferrari Undefeated, Meta Down, Microsoft Up, Market Turmoil1 mentions · 1▲ 0▼ 0○ · 2 months ago
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