Hey Guys! Today we have a special guest: Shrubbery Capital. We had a lot to cover on this conversation. We dive into Shrub’s background, working for event driven funds and family offices, his recycling investment thesis, structuring a trade, why we should we use stop losses and technical analysis, and how we can seamlessly transition into new industries and take what we learned before from other places and apply them to new esoteric ideas.
If you like what you heard, please follow Shrub on Twitter @agnostoxxx
You can check out the time-stamp below:
- [0:00] Why Shrubbery Capital?
- [9:00] What is Merger Arbitrage?
- [14:00] Becoming a Portfolio Manager
- [18:00] Blowing Up an Account.
- [22:00] Differences between Hedge Funds and Family Offices.
- [24:00] Structuring the Trade
- [31:00] Stop Losses and Technical Analysis
- [59:00] ESG
- [1:10:00] Recycling: Purecycle ($PCT) & Digimarc ($DMRC)
- [1:30:00] More from Shrubbery and Closing Questions
Also, a big thanks to the following sponsors for making the podcast a reality!
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