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

Value Hive Podcast

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Why I Don't Own Sea Limited

i think right now there's a big competition. Everybody's basely competing to who can be the most bolish on the most popular stocks. And i probably should have owned sea limited, but not a times aed that i would own it. I'm really just here to swing at the pages i can see clearly, swing at an appropriate level. It's very important always do moutand go, wha are wehere to do? We'renott here to be right on that stock. We're not here tohave best research. Don't care about any of that. We're here for absolute returns and compounding money.

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