Value Hive Podcast cover image

@ContrarianCurse: From Analyst To Portfolio Manager

Value Hive Podcast

00:00

Valuation Agnosticism and Trading Insights

This chapter emphasizes the benefits of separating valuation from trading decisions and prioritizing market themes and position sizing. The hosts also illustrate their points with the example of a recent IPO, Everest Construction, showcasing its favorable valuation metrics and chart patterns.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app