“Give me where to stand, and I will move the Earth” – Archimedes, as attributed by Pappus of Alexandria There are two types of investments I like. One is a company with underpriced or unrecognized optionality. For example, in 2015 Nintendo traded at just 5-6x trough EBIT after the underwhelming releases of a few consoles. The company had a lot of positive optionality from 1) the potential release of a new hit console akin to the Wii or DS, or 2) monetization of their vast IP