A rather typical conversation for me over my career (tickers & amounts change, but theme…

1ENXqWtbCLCMFFeyDREdEGW89nBecFxWMd (3493) · April 14, 2021

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):

Replies

1C2LvcNr78cS29qkiLEqhLsDWJ1ECJ1Ktc (3613) · April 14, 2021

are you going to dip into $COIN IPO?

1ENXqWtbCLCMFFeyDREdEGW89nBecFxWMd (3493) · April 14, 2021

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

1ENXqWtbCLCMFFeyDREdEGW89nBecFxWMd (3493) · April 14, 2021

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.

1C2LvcNr78cS29qkiLEqhLsDWJ1ECJ1Ktc (3613) · April 15, 2021

have you run your model on TAAL? or too early to draw conclusions?

1ENXqWtbCLCMFFeyDREdEGW89nBecFxWMd (3493) · April 15, 2021

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.