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Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness
Value Hive Podcast
Is Your Optimization Function for Surviving as an Investment Firm?
Getting involved in names that are going to put you on tilt is almost never worth it. So our whole thing is trying to figure out the cost constraints, a, risks, whatever,. Those things, what are we taking and then once we really understand those, we can then test a hypotheses. Andso our hypothesis should be, this removes this constraint. This proves this risk is now only 20 % of what people thought it was yesterday. That should lead to a proliferation of of information. It should change people's interpretation frameworks. It should slowly allow those risks, or agency cost whatever, to abate. And that should create more momentum like patterns in the security a. If they get structural
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