John Street Capital on the Markets, Retail Investing, Regulation and Why He’s Bullish on Crypto (EP.165)
Panic with Friends - Howard Lindzon
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I've Never Known Square Cash in the Wild
I agree with john street's thesis through and through. I just don't get square, and i've been wrong the whole way. Ah, i wouldn't add to square at these levels. If you think they can acquire themselves into this global tamt network them its y worth multiples of this. And if they do strategic amana in different geographic regions, i would have loved to see centuckyn amana in africa, southeast asia, ori america,. As opposed to after pay, which is predominantly australia, a little bit of europe and a little bit oe es. After pay was the first mover in the bynow, pay later space.
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