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

Value Hive Podcast

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Naked Wines: A Journey to a Better Future

I just, you know, I don't want to invest in a company where a commodity price hurts in this quarter and then next quarter management does something done with cash. And the way it ends up happening is management agrees to take like $30 million for themselves and sell the company to Blackstone at three times even done. But enough about the horse had holdings and that was a particular trash fire investment. Both of us later, we are long still. We resurrect the 700 page corner of Berkshire and Fairfax threat on it.

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