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

Value Hive Podcast

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Is the Management Team Aware of Costs of Capital?

A lot of investors can get into trouble, and you can see this every day an twitter. Thereis a lot of uncertainty about ther the managing team actually gets it or sees the board the same way that the investor does. And si, very simply, will never invest a dollar into a company where i am not 500 % certain that i see this business the same way as the ceo. Tso like a really good behavior fl indicator. So if i'm talking to somebody and i don't get it, or i think they're wrong, it means one or two things. It means either manage dumb, or has some other issue, or maybe has messife incentives. Or more likely

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