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

Value Hive Podcast

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Investing in Companies That Like

"My tolerance for fire drill risk is about zero," he says. "I want manage teams who do things to the world, teams who go impose their will on on the plaing field." If you're not differentially good at that thing, you shouldn't be doing it and should look to re invest your cash flow in everything. You need to think very closely about what tasks are you really adding r fomental value inturns to your role in the business".

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