Added to YB: 2026-10-09
Pitch date: 2026-10-07
ASST [neutral]
Strive, Inc.
-7.4%
current return
Author Info
Valentir Capital is an ex buy-side analyst sharing long-term, high conviction investing ideas grounded in rational insight. Sign up for the newsletter.
Company Info
Strive, Inc. is a privately owned investment manager. It primarily provides its services to investment companies.
Market Cap
$2.5B
Pitch Price
$27.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.79
P/E
-1.47
EV/Sales
359.87
Sector
Health Care Equipment and Supplies
Category
N/A
Portfolio Update – September 2026 - Strive, Inc.
ASST (trimmed position): Strive returned 30.01% across the half sold and half retained, on top of August’s doubling, as BTC holdings grew 18.6% to 27,462 while bitcoin rose only 6.4%. Purchases were funded by preferred issuance and, increasingly, warrant exercises; shares stayed above the $27 strike from September 11. Monthly bitcoin per diluted share remains unpublished, so the rally reflects confidence the overhang resolves well, not proof of accretion.
Read full article (1 min)