carlolepelaars's posts

Coinbase Q2 2022 shareholder letter: https://investor.coinbase.com/financials/quarterly-results

Coinbase is partnering with BlackRock for institutional investments.

https://www.coindesk.com/business/2022/08/04/blackrock-to-offer-crypto-for-institutional-investors-through-coinbase-prime

Coinbase CEO Brian Armstrong recently did a podcast with Lex Fridman.

Interesting recent analysis (July 11th 2022) for Berkshire Hathaway:

If you would like to get a critical overview of Coinbase's business and where short interest on COIN is coming from, check out this episode of Crypto Critics Corner with Jim Chanos. Main part on Coinbase starts at 13:14.

UPDATE: Ehrsam continues to buy COIN.

NOTE: This investment thesis is closed as of 01-04-2024.

Coinbase: Deep value opportunity in crypto?

"The way to make money is to buy when blood is running in the streets" - John D. Rockefeller Sr.

Coinbase Global, Inc. (COIN) arguably ha…

Background:

Intercontinental Exchange (ICE) is a financial services business that owns the NYSE, futures exchanges, commodities exchanges, clearinghouses and OTC desks around the globe. On top of that it develops and maintains technology, providing…

Introduction

Berkshire Hathaway is of course very well known among (value) investors. It feels obvious and chewed out to talk about Berkshire Hathaway as a good investment. However, time and time again many people have failed to understand that int…