Dan Tapiero on Growth Investing in 2023 (EP.418)
On The Brink with Castle Island
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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