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Transcript
Chapters
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Early Lessons in Event Trading and Inflection Investing
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Investing in Themes with Macro Tailwinds
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Expressing a View in a Thematic Investment
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Thinking About Left Tail Risk
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The Value of Cash and Being Nimble
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Unique Features of Running a Long Biased Portfolio
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The Importance of Protecting Profits
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How to Handle Being Wrong
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Management Teams Know More Than You Think
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The Lifecycle of a Winning (and Losing) Trade
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Drilling Down on Event Driven Trading
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Options Strategies for Income and Value Investing
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Embracing Volatility and Avoiding Rigid Style Boxes