Earnings360 Newsletter for 1/12/2026

America, 1781—the war for independence is grinding on with soldiers marching barefoot through the snow, paid in scraps of paper called Continentals that no one wants because inflation has ravaged its value. Desperate soldiers, farmers, and merchants sell them for pennies on the dollar, but a few contrarians believed America would win and quietly bought up these discarded scraps, and when Alexander Hamilton announced the new government would redeem them in full, speculators who bought continentals made returns of 100-to-1 in one of the most asymmetric trades in financial history. What Erez Kalir and I have discovered is a modern-day equivalent—a misunderstood, grossly mispriced currency asset hiding inside a boring blue-chip company, mispriced not by a few points but by tens of billions, where the asset Wall Street is overlooking is worth more than the entire legacy business itself.

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