sadly StealthInvest, I read it the same way.
No fintech, no insuretech, just an all in on the talking heads, which I'm not mad about.
However, I remember one poster sighting the main risk to be execution.
If you can't sell COVID test kits to Europe during a pandemic I can't be confident in execution even if the talking heads eventuate.
Worse still, their primary revenue source as Ask Bongo was removed from the App Store the day before Carosa's resignation.
When Schapera said there was a 2 year cash runway, I now imagine a cliff at the end.
Let's hope the new CEO values honesty & transparency rather than breaking news on all fronts
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