My investment thesis on the company Coinbase (COIN). I recently added the name to my portfolioc as I find it to be one of the most interesting companies for my long-term growth portfolio.
Great writeup Richard. I stumbled upon this article recently, and a lot has changed in the markets since you wrote this article. In your view, has anything changed materially between where Coinbase is now (in terms of business aspects rather than just the stock price) verses when you wrote this article in Oct last year? Has your thinking and thesis about Coinbase changed since then?