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

Value Hive Podcast

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What Is the Big Metal Model of Trading?

Trading is not profitable if you don't know what you're doing. When the downside gets taken off the table, if the upsides still there, you need to be increasing the position. A corps position is ou do four to seven % of the portfolio. If the star is cind of a line, and we see everything happening, and we get confirmation, will go up to ten% at costs. And well, let those run up to about 20%.

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