A rather typical conversation for me over my career (ticker…
A rather typical conversation for me over my career (tickers & amounts change, but theme of me apologizing to people for the best investment picks of my entire career is the same):
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are you going to dip into $COIN IPO?
Dont even need to look; wouldnt buy CoinBotched if it traded for discount to liquidation value (net cash on BS)
#DITR 'll do pod on $COIN SOON, until then IPO cautionary:
https://streamanity.com/video/y4UGH6fyS8hq?ref=a8f157c9-2502-4dcd-97b3-7055ab159de6
FYI: 2nd episode of ICON series has been shot, but we're looking to get an intern to edit it before posting. It's on Income Statements-- the 2nd thing done for understanding when looking at an equity
The ICON series will only get more expensive in future.
have you run your model on TAAL? or too early to draw conclusions?
We will update our income statement for $TAALF after they report Q1 earnings. Lets us see what Xaction Processing is upto lately.
Until then the only new things are ~40mm cash & 👆🏻sharecount to about 40mm.