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

Value Hive Podcast

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What's the Next Step?

Many of the greatest longs and shorts of all time, if you miss the first 50 or a hundred % day, you actually still made a very good amunt of money. And so we think about how does what's going to happen in the next quarter, year, two years influence what people are going to think of the long term? We don't find the concept of mister market very useful. Like, i want to understand who is short this and why who is long this.

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