Dan Tapiero on Growth Investing in 2023 (EP.418)
On The Brink with Castle Island
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The Future of Cryptocurrency
I'm looking at compliance software, market data businesses with net revenue retention numbers in this industry that are better than like snowflake in a non crypto context. And it just feels to me like there will be some consolidation here in the coming years. I also think that we are going to be shepherding some of these companies into the public arena. Hong Kong now is all of a sudden my galvanized big time.
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