Hedge Fund Tips with Tom Hayes - Podcast - Episode 220 - January 4, 2024
Hedge Fund Tips with Tom Hayes
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Analysis of Two Companies in the Chemical Space, Thoughts on Convertible Bonds, and Dismissal of Cap and Whack
A discussion on the analysis of Archer Daniels Midland (A.D.M) and FMC Corp in the chemical space. They express a preference for FMC Corp and dismiss cap and whack as a waste of time.
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