Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 3min
Hedge-I - What's Your Process?
02:41 • 2min
Observing and Watching the Best Analysts and Portfolio Managers
04:40 • 2min
The Foundation of Foundations
06:15 • 2min
Is There an Alternative to Making Mistakes?
07:47 • 3min
Don't Start With Valuation
10:24 • 2min
Learning What Not to Do on a Small Cap Factor Model
11:56 • 2min
Hedgett
13:46 • 2min
Can You Make Money Without Anyone's Opinion?
15:36 • 2min
Is It Just One Thing?
17:14 • 2min
Hedgeye - Your Process, Right?
18:47 • 3min
The Deliberate Study of Trading Silver Junior Minors
21:19 • 2min
How to Shorten Stocks
23:02 • 2min
Hedge-Eye - You Make a Serious Sizing Mistake?
24:44 • 4min
Is the Brown Nugget Part of Hedge Ideation?
28:21 • 3min
Investment Advisors, What Kind of Advice Would You Like to Share With Investors?
31:39 • 2min
Is There a Difference Between Portfolio Manager and Portfolio Manager?
33:54 • 2min
The Most Important Thing About Full Cycle Investing
35:51 • 2min
The Full Investing Cycle Process
37:28 • 2min
The Full Investing Cycle Process Investor Goes Bullish
39:04 • 2min
You Know, It's Always Family First Firm
40:37 • 2min
How to Get Back to the Principles of the Trade, You Know?
42:17 • 4min