Value Hive Podcast cover image

James Elbaor (Marlton LLC): Investing In Investors

Value Hive Podcast

00:00

Navigating Investment Strategies

This chapter explores effective investment strategies within hedge funds, including the significance of market conditions on asset valuation and specific success stories like Pershing Square Holdings. The discussion emphasizes the complexities of managing net asset values, position sizing, and the importance of relationships with investment managers to optimize portfolio performance.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app