Calls
3
Duncan Hill
Co-Host, The Compound
Win Rate
100.0%
return
+16.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 02
$66.99
+0.1%
Duncan frames emerging and frontier markets as getting in early, similar to investing in private companies: high risk, high reward. Ben adds that the US was effectively an emerging market in 1900, supporting the early-stage upside argument.
Equity Indexes
Long
Aug 12
$63516.90
+21.4%
Duncan says the same volatile-asset diversification logic applies to Bitcoin; he personally holds a 2% Bitcoin position as a small diversifier/rebalancing asset.
Crypto Assets
Long
Apr 01
$176.72
+27.3%
Duncan Hill stated he has "been buying some more Nvidia" because "it's at a cheaper valuation than it has been in a very long time right now based on their earnings growth and how much the stock has fallen off." The stock's decline has improved its valuation metric relative to its earnings growth trajectory, making it more attractive. LONG based on a valuation argument following a significant price decline. The competitive landscape in AI chips could shift (e.g., threats from alternatives like Anthropic affecting its partner OpenAI, in which MSFT is invested).
Duncan Hill stated he has "been buying some more Nvidia" because "it's at a cheaper valuation than it has been in a very long time right now based on their earnings growth and how much the stock has fallen off." The stock's decline has improved its valuation metric relative to its earnings growth trajectory, making it more attractive. LONG based on a valuation argument following a significant price decline. The competitive landscape in AI chips could shift (e.g., threats from alternatives like Anthropic affecting its partner OpenAI, in which MSFT is invested).
AI Compute
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Duncan Hill has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: BTC, NVDA, EEM.
