Hedgeye Podcasts Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure
Jul 23, 2024
Guest Mike Taylor, Portfolio Manager of PINK Shares for the Cure, discusses Pink ETF success, Sarepta stock potential, investment strategies in changing economic landscape, insights on inflation, brilliance, politics, and market understanding, analysis of stagflation impact on industrial companies, trade opportunities in agriculture, and navigating political landscape for financial success.
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Pink ETF's Market Edge
- Mike Taylor's Pink ETF significantly outperforms competitors by focusing on unique stock picking and anticipating market moves.
- Understanding what information others lack and how they will react is key to capitalizing in investing.
Make Money, Not Just Right
- Don't aim to be right every time; focus on making money consistently despite being wrong.
- Manage wrongness by keeping losses small and seek trades where losing money is unlikely.
Five Long Investment Theses
- Five core long investment theses include new product story, geographic/mix shift, management turnaround, roll ups, and valuation traps.
- Valuation alone is a poor thesis often leading to value traps and analyst firing.