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

Value Hive Podcast

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Is There a Way to Make a Difference in the Value of a Company?

i'm valuation sensitive, so that the valuation part does take a lot of names out of consideration. For me, my my viewi on valuation is essentially casual. So i'm trying to think about how much free casais is compano gengiin the next five years s what are they doing with it? How does that influence the terminal value? You know, just to follow stories and follow o companies and see what happens.

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