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Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

Value Hive Podcast

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The Importance of Getting in Position

In position is a great way to wrap up with unseasoned equities, really any equities. In position means you've done the work enough to know if something's going to be interesting. On sides or off sides means you're making money or losing money and in my experience this is sort of intellectual humility.

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