I spent my run last night listening to Brandon Beylo's thought-provoking interview with Dan McMurtrie of Tyro Partners on the Value Hive podcast. I am only part-way through (it's over three hours), but the level of differentiated, independent thinking is already impressive, with the most interesting being McMurtrie's discussion of "Inverted Shorts".
Babcock International: An Inverted Short
Babcock International: An Inverted Short
Babcock International: An Inverted Short
I spent my run last night listening to Brandon Beylo's thought-provoking interview with Dan McMurtrie of Tyro Partners on the Value Hive podcast. I am only part-way through (it's over three hours), but the level of differentiated, independent thinking is already impressive, with the most interesting being McMurtrie's discussion of "Inverted Shorts".