Aidan Donnelly

speaker

475 appearances 4 recordings 2 series first heard Oct 2025 last heard 10 Jun

Aidan Donnelly’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Oct 2025 with 2.

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I would kind of argue, well, of course he does.

They won't have the same investment discipline that I have.

They'll just chase the cheerleader, right?

So I think ultimately people need to bear that in mind, right?

And as I said, I've no idea what way this is going to go.

If it could go, it could bounce massively on the first day, it could bounce a little bit on the last day, and in three months' time, be gone.

The one thing you've got to remember is in six months, there's a lock-up period comes off.

So people who are involved in it...

who were involved in a pre-IPO, after six months can start selling their stock, right?

And they'll want to get out of that investment over time.

Particularly, you know, they've obviously sat in it for a long time and they'll want to realise their investment.

And they'll be able to start dripping stock out into the market.

But it's... The problem you have is the valuation that's at and the valuation that it's going to come at, to a large extent, is price for perfection.

You've got to believe the stars align.

Yeah.

And who knows?

Maybe he will, but it might be 20 years down the line, right?

That all of this comes to fruition.

And, you know, if 20 years is your investment time horizon, great.

But, you know, that may well be.

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