5min chapter

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

Value Hive Podcast

CHAPTER

The Inverted Short Thing, Is It Worth Spending More Time On?

There's a lot of seasonality to fun management. You have windows of your year where all your fund raising meetings are going to happen. And you've got to make some judgment calls on where your human capital's going to be. Mabbe: "I think the selling must be, wouldn't want to admit, but there’s a lot of seasons"

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