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

Value Hive Podcast

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What Really Matters?

The return profile of buying things that are no longer good shorts tends to be very, very good. And so i think there is as much to be learned from studying when to exit shorts as there is from looking at when to put them on. A lot of people like to pyramid into their trades and yno for good reason, but that ends up in situations where people are really heavily short thing. The worst trades are always the ones where you hate to put a lot of risk on an event,. Where you can't transact, and then there's gonna be an outcome.

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