
Dan Tapiero on Growth Investing in 2023 (EP.418)
On The Brink with Castle Island
The LP Appetite for Agcoa
I come from the traditional investment world of traditional hedge fund business and managing volatility was always a thing. I don't care if it's going to do 200% annualized for 10 years like Bitcoin, if it’s going to have seven drawdowns of 70 to 80%. And I understand that and I built a business before in the farmland space called Agcoa. We launched that no six and sold it in 13. The interest has been fantastic to tell you the truth because many of the deals that we passed on last year are now coming at more reasonable valuations. There aren't that many guys that are comfortable writing a 30, 40, 50 million dollar check to a crypto blockchain
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