21min chapter

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Hedge Fund Tips with Tom Hayes - Podcast - Episode 218 - December 21, 2023

Hedge Fund Tips with Tom Hayes

CHAPTER

Underperformance and Positive Outlook: Natural Gas and Comstock Resources

The speaker analyzes the performance of managers who missed out on the market's moves in October and discusses the potential pain caused by market fluctuations. They share details about their position in Comstock Resources and express a positive outlook on natural gas despite its negative reputation. The chapter also highlights the success story of Jerry Jones in the oil and gas industry.

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