EPISODE · Jul 28, 2025 · 47 MIN
Hedge Fund Q&A with Eric Jackson, EMJ Capital: OPEN, CVNA, IREN, CIFR & Strategy!
from Power Analysis · host Anthony Power & Bryce McNallie
Eric Jackson, founder and portfolio manager of EMJ Capital, shares his journey of identifying 100x investment opportunities through market cycles and AI-powered analysis. His fund specializes in finding undervalued companies at inflection points that Wall Street has written off as failures.• Built a tech-focused hedge fund that found early opportunities in companies like Alibaba, Roku, and Twilio• Survived devastating losses in 2021-2022 before rebuilding with an AI-focused approach• Developed predictive models that identified Carvana at $11 before its massive comeback to nearly $400• Uses a combination of technical indicators, fundamental analysis, and alternative data to find opportunities• Focuses on "Lazarus companies" that transition from growth-focused to sustainably profitable• Spotlighted Iren and Cipher as Bitcoin miners potentially positioned for massive growth through power infrastructure• Believes Bitcoin miners with gigawatt-scale power assets are misunderstood by Wall Street• Values leadership teams that invest personally in their companies during downturns• Admits his biggest weakness is selling winners too early or holding losers too long• Sees a future where individuals and companies hold significant portions of wealth in cryptocurrencySmash the like button, subscribe to McNallie Money, and let us know in the comments what you think of today's discussion and if you're holding any of these stocks.Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]
What this episode covers
Eric Jackson, founder and portfolio manager of EMJ Capital, shares his journey of identifying 100x investment opportunities through market cycles and AI-powered analysis. His fund specializes in finding undervalued companies at inflection points that Wall Street has written off as failures. • Built a tech-focused hedge fund that found early opportunities in companies like Alibaba, Roku, and Twilio • Survived devastating losses in 2021-2022 before rebuilding with an AI-focused approach • Deve...
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Hedge Fund Q&A with Eric Jackson, EMJ Capital: OPEN, CVNA, IREN, CIFR & Strategy!
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