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

Value Hive Podcast

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The Cost Benefits of Deep Dive

The only metric that matters is like are people buying more Celsius drinks? And if that stays true, when do you have to go up against as a short? It's just so simple on the other side of the bet. So I mean, maybe I could see limited, for example, right? The pitch like a pitch, reminding me, I think the end of 2019, right? Somebody pitches me see and they're like, green is growing. Now, the interesting pitch there is, and they have these other businesses that cross leverage. If those work, they work, they're big, big,big, big, big. And we just need to figure out do they exist?

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