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Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure

Hedgeye Podcasts

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Success of Pink ETF and Sarepta stock potential

The chapter delves into the performance of the Pink ETF managed by the guest, comparing it to competitors and highlighting its success. The conversation also explores the potential of the stock Sarepta, the largest position in PINK shares, focusing on its drug for Duchenne's muscular dystrophy and addressing concerns regarding future competition and profitability.

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