Using this account to share my thoughts on companies that provide asymmetric investment opportunities. I will do my best to not tweet superfluously.
I do not plan to spend a lot of time interacting with comments. Regardless, I thank you for the interaction.
With crypto + blockchain, imagine
-food delivery with no tax paid to $dash ,just an incremental tx fee
-renting a room but not paying $abnb ,only gas fees for the requisite chain
-putting security deposit down for an apt w/o needing a $30 certified check, only a wallet address
People that think doge is just a function of Elon don’t get it.
Traditionalists try to sway otherwise, but crypto and blockchain are real technologies with disruptive force. Doge is just like any of the dot com companies that rode the coattails of the likes of $amzn in late 90s
@anandchokkavelu Just spoke to a friend who is working to build the first in-person NFT gallery with some big time investors. Every transaction will be done via Ethereum and they will also keep an Ethereum pool in order to protect against price moves.
This means, you need to unearth the collective stories people tell themselves. Sometimes this is fundamentals, sometimes it’s macro focused, other times it’s momentum.
Once you understand the stories, you must find a way to act in anticipation. This is how you make money.
If you look at it from 1st principles, investing is about projecting what others are going to do and simply doing it before them.
This makes investing more psychology then people tend to give it credit for. Effectively, you need to read the minds of others.
Ladies and gentlemen, $STIC
The company got some hype out of the gate but things have gotten quiet. I am here to hype up the masses.
BarkBox is going public via SPAC, trading as $STIC currently, & will eventually trade as $BARK
Not inv. advice
Reading "100 Baggers" for the first time. The industries that strike me as breeding grounds for potential 100x targets are:
-Weed / decriminalization of drugs (i.e. psilocybin)
-MedTech & BioTech
-eSports
-Crypto
-Space
What am I missing?