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

Value Hive Podcast

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The Short Thesis Is Correct, but Is Now Obsolete

Most of the things we do n t make money are basically ways we lost money in the past a and so we found tit. A good percentage of the things where my initial need your reaction, miss batesley, look at smething to say, that's preposterous. And you may realize that there's actually only one outcome that takes the stock lower, and any other outcome, including nothing changing, will take the stock much higher. So if youve ever shortend stocks, i think jim chanus is referred to bok as the world's largest unpenced penitentiary,. which i always think is hilarious.

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