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

Value Hive Podcast

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The Wisdom of the Crowd - I'm Right, Everyone Else Is Wrong, and I'll Be Right Again.

Long term investors have to balance long termism while at the same time not using it as a scapegoat for under performance, basically. A lot of vallu investors take the other side of the bet, say that i'm right, everybody else is wrong. And so what im really focus on is being high context as an investor. I want to to understand who else is invested in the supast, who else invested it now, why? Who shorted it, et cetera.

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