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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 Scale a Massive Portfolio

Tobias: What we try to do is be contrarians, right? And try to look where other people aren't looking. He says the majority of capital being run publicly traded capital are long, short-term momentum. Tobias: There's probably some of the best opportunities in names that no one wants to touch if you have some patience and duration.

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