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

Value Hive Podcast

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Is Your Asset Building?

i have a very good filter in biote for what i am and am not interested in. If it's a small market, e sateric thing with a bunch of clinical risks, i'm out. And so i probably pass on 70 % of the ideas, maybe more they get sent to me. I readk 200 page paper about gilead and their pharmacet acquisition,. It was this ridiculously massive document about how savaldi was going to be the biggest draglanci of all time. The size of the hepotiti sea market was massively underestimated because it wasn't tested for. We always have a greates portfolio of things that we think, anything is possible.

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