three times more wealth from disruptive |
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tech than the prior three decades |
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DATE
the prior three decades
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virtual reality augmented reality web 3 |
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right now their portfolio's got over 25 |
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all from web 3.0 blockchain gaming the |
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for the nine months under september 30th |
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DATE
the nine months under september 30th
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adjusted net income 2.3 million dollars |
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MONEY
2.3 million dollars
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earnings per share three cents per share |
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working capital 7.8 million dollars they |
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MONEY
7.8 million dollars
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company's press release wrapping up 2021 |
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looking forward to 2022. shafine welcome |
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george um hey let's talk first about |
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i think web 3 seems to be on everybody's |
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through fantasy 360 through game on |
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web 3 moving from |
3.28 |
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for the next 10 years |
4.56 |
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know us talk about web one which was |
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which is you know basically read web two |
5.84 |
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and then in web three we're seeing this |
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|
2.0 |
3.6 |
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this web three movement where uh you |
4.72 |
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|
|
5 10 15 20 years kind of out |
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|
|
at first um a lot of it is about people |
4.24 |
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|
|
on the the sector one of the things i |
4.401 |
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|
|
um and what we see in this web 3 |
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|
connecting with one another |
4.401 |
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|
and i think one of the movements with |
3.2 |
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|
|
this that's we can talk about 100 |
3.6 |
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|
|
think he's afraid that 10 000 |
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|
|
he you know i think in uh you know two |
3.68 |
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|
|
points that are one i think the old |
4.0 |
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|
|
happening but two i think in his case he |
4.56 |
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|
|
the wall i mean if you go back 20 years |
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|
|
going to it's web 3 is a thing it's |
2.96 |
Jump to 541.6 |
|
|
for a first mover advantage so you know |
3.761 |
Jump to 578.399 |
|
|
fantasy 360 which does business |
4.399 |
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|
|
worked with large fortune 500 companies |
3.44 |
Jump to 600.56 |
|
|
distribution so there's a first mover |
4.399 |
Jump to 604.0 |
|
|
big first mover advantage and again |
4.48 |
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|
|
that are first movers in sectors and |
3.92 |
Jump to 631.12 |
|
|
decent little nft web 3 incremental if |
4.88 |
Jump to 649.92 |
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|
third-party validation is something i |
4.4 |
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|
|
third party validation just the last |
4.96 |
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|
|
twitter uh they've climbed 50 |
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|
you know i would say kind of two things |
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|
|
one um for us our viewpoint on on this |
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|
|
victory square one of the reasons why we |
3.12 |
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|
|
a little bit my family about three board |
3.76 |
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|
|
beginning we still got two of them right |
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|
|
five or ten grand to invest because if |
5.201 |
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|
|
you're right you're going to get 50 100 |
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|
|
200 x gains out of it so you can make |
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|
|
consternation yeah and one other thing |
3.76 |
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|
|
you know we look at the the web 3 space |
4.16 |
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|
|
in that sector it's it's one of those |
2.64 |
Jump to 1112.32 |
|
|
one specific um jockey |
4.8 |
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|
|
2022 outlook part of the of the press |
4.96 |
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|
|
release you talked about your top five |
3.76 |
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|
|
one of that was some spin-offs more |
3.68 |
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|
|
successful you had three successful |
4.56 |
Jump to 1138.32 |
|
|
spin-offs in 2021 a couple of successful |
5.681 |
Jump to 1139.919 |
|
|
um let's talk about the 2022 outlook |
5.12 |
Jump to 1158.16 |
|
|
operational point of view in 2021 |
4.16 |
Jump to 1163.28 |
|
|
yeah i want to take one step back just |
4.081 |
Jump to 1165.679 |
|
|
for a second too because i think um in |
4.08 |
Jump to 1167.44 |
|
|
in what our 2022 outlook is and i think |
3.68 |
Jump to 1180.16 |
|
|
in 2021 |
3.76 |
Jump to 1182.4 |
|
|
announced at the beginning of 2021 a |
3.92 |
Jump to 1202.08 |
DATE
the beginning of 2021
|
|
thousand shares held you know vst gave |
4.24 |
Jump to 1211.679 |
|
|
away just under forty dollars um to two |
4.32 |
Jump to 1213.44 |
PERCENT
just under forty dollars
|
|
three things that were very very |
3.6 |
Jump to 1217.76 |
|
|
spin outs in 2021 we had |
3.92 |
Jump to 1221.36 |
|
|
fantasy 360 and covalent cqt |
6.24 |
Jump to 1225.28 |
|
|
listing uh we had you know two positions |
4.4 |
Jump to 1228.72 |
|
|
million dollar million dollar gain there |
4.0 |
Jump to 1238.799 |
MONEY
million dollar million dollar
|
|
yeah and we also 2021 proves that |
3.52 |
Jump to 1246.32 |
|
|
the portfolio by three to five new new |
4.08 |
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|
|
three three to five years so whether it |
3.84 |
Jump to 1265.6 |
CARDINAL
three three to five years
|
|
forward to our 2022 uh outlook |
4.561 |
Jump to 1279.919 |
|
|
um for 2022 which again we're going to |
5.92 |
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|
|
and then there's again three sectors you |
3.199 |
Jump to 1325.84 |
|
|
three um digital health and climate tech |
4.241 |
Jump to 1329.039 |
|
|
are two other big sectors that we're |
3.6 |
Jump to 1331.6 |
|
|
we've been in since since 2017 we've got |
5.359 |
Jump to 1335.2 |
|
|
are kind of the four areas that that we |
5.2 |
Jump to 1361.52 |
|
|
we built some core ip i think for 2022 |
5.44 |
Jump to 1363.44 |
|
|
brazil because we've already got a first |
3.28 |
Jump to 1381.36 |
|
|
those four companies |
4.16 |
Jump to 1419.44 |
|
|
seven months yeah let we'll address that |
3.839 |
Jump to 1465.84 |
|
|
asking um you know i think the next one |
4.721 |
Jump to 1547.279 |
|
|
cap is around 25 million dollars whereas |
4.08 |
Jump to 1571.76 |
MONEY
around 25 million dollars
|
|
our nav is over 100 million |
4.88 |
Jump to 1573.84 |
|
|
to our now being over 100 million we've |
3.841 |
Jump to 1691.919 |
|
|
fantasy 360 |
3.44 |
Jump to 1713.52 |
|
|
that's the one if you if you're if |
3.441 |
Jump to 1776.159 |
|
|
you're only going to watch one webinar |
3.36 |
Jump to 1777.76 |
|
|
that's the one you want to watch right |
4.48 |
Jump to 1781.12 |
|
|
talking you and i for two hours because |
5.439 |
Jump to 1796.48 |
|
|
of 25 portfolio companies and the |
4.72 |
Jump to 1804.559 |
|
|
uh the second month of 2022. |
4.16 |
Jump to 1822.48 |
DATE
the second month of 2022
|
|
well i mean i think the first thing just |
2.56 |
Jump to 1825.44 |
|
|
decade or two and we're seeing that |
4.719 |
Jump to 1839.2 |
|
|
in one public company so for |
3.839 |
Jump to 1873.2 |
|
|
exposure to these sectors like web 3 |
6.24 |
Jump to 1880.72 |
|
|
in one sector let alone across five or |
4.24 |
Jump to 1896.64 |
|
|
six or seven sectors and it's a great |
3.2 |
Jump to 1899.12 |
|
|
entry point right now one of the things |
3.36 |
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|
|
25 years guys like shafin |
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|
|
2021 with what they did |
4.079 |
Jump to 2001.6 |
|
|
12 months from now |
4.16 |
Jump to 2009.44 |
|
|
february 1st 2023 don't say we didn't |
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Jump to 2011.039 |
|
|