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

Value Hive Podcast

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Is This Business Gets You Excited?

As an investor, i only try to focus on companies that get me excited. What they're working on is iterative and there's not just one application to what you're learning. And if you find yourself going down the rabbit hole,  that's probably a good indication that you've found at least the inner circle of your, of your circle of competence.

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