Rolling Fun #4: Q4 Portfolio Recap, Crypto Long-view, Uncapped Notes, and Fund Growth Smart Friends

Links:

Rolling Fun #1
Rolling Fun #2
Rolling Fun #3
Portfolio
Al on Twitter
Bo on Twitter
Positive Food Co.
Omella
Tonic Audio

Stell Engineering

NSION

Gently.com

Glyph

Terran Robotics


Topics:

(5:34) - Crypto has imploded, thanks FTX! What’s the long-term play?
(21:00) - Life and news updates
(23:20) - Q4 Investment updates
(1:01:00) - Elon and Twitter
(1:06:22) - Discussing the pros and cons of an uncapped Convertible Note and investment philosophies
(1:31:27) - Fund Growth Updates

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