Siege of the Idea Dinner — Acquired, May 2022

1 min read Original article ↗

Four investors, one stock each, pitched live on stage. Every pick is a castle: the better it held up, the better its defences. 4 pitches, one benchmark, and the walls they still have standing today.

The rules
Everyone brings one best investment idea, live, starting today. Public markets only — nobody wanted to shill their own private book. Judge Shu graded on upside, downside, timing, novelty, and flair.

The judge
Shu Nyatta graded live. The room clapped Coinbase past Snowflake in a runoff; Shu privately had Snowflake, purely on the General Patton line.

The scoring here
Applause is gone. What is left is price. Returns run from the May 4, 2022 close to the latest quote, refreshed live.