Very interested to see how Fold (FLD) trades on the public market
My current feeling is that I prefer Bitcoin in self-custody to anything
But I am starting to build a collection of public equities I like
With a view to a speculative allocation at the bottom of the next bear
I'm also building a list of interesting equities to be ready when the right time or price comes. What kind of long-term moat do you think Fold has? In the short term, I’d be cautious about an equity as it enters the public market. The first year or two is often when insiders tend to cash out.
Moat - no idea. Need to study it
I'll share my list and decisions when it starts to get spicy
Looking forward to it.
Your podcast is going great. Maybe it will make for a good episode.
I've been listening to The Investors Podcast for many years and some of my favorite episodes are when they go deep on a stock idea and the thought process behind it.
Just be careful not to "get married" to an idea just because you talked in public about it.
Yeah I love that podcast as well. Let me put this down on my list of things to run through when next doing a solo episode
Appreciate the insights
