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

Value Hive Podcast

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The Inverted Short Process

Yuno: I think timing is a loaded word in investing, because people associated with a lot of ideas they consider to be bad. And so for us, the big thing, i think, the mussel group that we've really built out of the last five or six years has been learning how to buy more when a thesis gets confirmed. Sometimes price is a can indicator. Our research process is something that has to happen in order for a security to be tradeable for us. If we don't understand the business that the security represents, we're not going to touch it.

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