Podcasts Other On The Brink with Castle Island Mark Coe (Intrinsic Edge) on Blockchain Public Equity Investing (EP.249)

Mark Coe (Intrinsic Edge) on Blockchain Public Equity Investing (EP.249)

Published: Oct. 11, 2021, 10 a.m.

Mark Coe, the founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss:

  • Mark\u2019s professional career and path to founding Intrinsic
  • How he came to see blockchain/crypto as an investable category
  • His personal journey on understanding the various blockchain thesis areas
  • How he thinks about the taxonomy of publicly traded companies in the blockchain space
  • How Intrinsic thinks about their research and investment process for long/short equity investing
  • The comparisons of blockchain technology to the early days of the internet

Sponsor notes\xa0

  • This episode is brought to you by\xa0Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit\xa0\xa0withum.com/crypto.