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Value After Hours 05 18: Michael Kao, Urban Kaoboy; Alpha with Asymmetry; Capital Structure Arb

The Acquirers Podcast

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Introduction

Tobias Carlisle: We have a special guest today, Michael Cow of Urban Cowboy. He first saw Michael speak in 2010 at a value investing Congress. Tobias will take everybody through his background and then we'll discuss how he views the markets. This meeting is streaming live on Value After Hours podcast.

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