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Value After Hours E05 S26: Seawolf's Vincent Daniel and Porter Collins on financials, energy, rates

The Acquirers Podcast

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How to Be Successful on Name by Name Basis

Porter: Ask whether the investment reminds you of a previous situation where you've been successful. Set up trip wires in advance of that would be like, okay, if this happens, that destroys my thesis on this and we have to change our mind. "I feel like whenever we're super successful on on name by name basis, we probably employ the majority of those in some way," he says.

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