Disclaimer: THIS IS WRITTEN on THURDAY JUNE 5th and is PURELY IMAGIATION!
a young enterpreneur who has never invested in his life built a tech startup from the ground up in sillicon valley after dropping out of college. For the past 5 years he has grown the user base to 500 million users. a few weeks ago, he was acquired by a big player in the tech industry for 17 billion dollars (both in cash 2 billion and stock of the big player 15billion).
Mr X wishes to remain in the busiess as an employee but with the option to retire early. and would like to know about investing so he could do it by himself in the future when he retires. He would like to help his dad/mum. He doesn’t know if he should keep the stock given or sell it.
This guy has met with you to discuss his IPS/personality type/concentrated position/taxes issues.
Ba DUM Tess! Good luck everyone!