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Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

Value Hive Podcast

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Are You Putting on New Big Boy Bets?

If you're a part time investor, the number one thing you can do is build or competency in an industry. Ands i think you should, basely, just stalk down first the big mecacab loo chips, then go to the midcaps. Understand ta ou nge to understand, baselyike, where is 70 % of the spending in the industry? Once you can understand thatad cont of the incentives and the and also the history,. Like it's very important that you understand in the last at least 30 years of an industry before you invest. I'm buying this because hi've gont a whole bunch of work on this particular sub industry, and

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