2min chapter

Hedgeye Podcasts cover image

Inside The Process with Keith McCullough & Robert McGroarty

Hedgeye Podcasts

CHAPTER

Don't Start With Valuation

The starting point really matters. You have to almost dispassionately execute without overthinking it. All of it, understand that there's a deep complexity to the system and non-linearity to it. This time is different. We're going to rally because Tom Lee said so.

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