Podcast featuring interviews with leading investors about the process and work behind their investment decisions.
Joined June 2020
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New episode featuring @benmizes going behind the scenes on his first real estate investment, which he parlayed into a portfolio with 20+ homes and @ListWithClever, a rapidly expanding venture funded real estate tech startup podcasts.apple.com/us/podcas…
A deep dive on investing for durability with pure value investor Richard Cook @CookandBynum sharing the work he did evaluating @arcacontal, a world class @CocaCola @CocaColaCo @SomosCocaCola @AnpracAC bottler based in northern Mexico 🇲🇽
podcasts.apple.com/us/podcas…
On recommended reading, activist short seller Soren Aandahl @blueorcainvest name checks fellow short sellers @Dan_David44 @WolfpackReports @muddywatersre along with @profgalloway & @TheEconomist for more general reading
podcasts.apple.com/us/podcas…
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Former @ActivistInsight Short Seller of the Year Soren Aandahl @blueorcainvest on re-reading "The Smartest Guys in the Room" re Enron debacle by @bethanymac12 @VanityFair: "even better the second time around"
Timely reading during strange economic times
podcasts.apple.com/us/podcas…
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High impact journalism by @Tim_ber_wolf 🙌 @FinancialReview 🇦🇺 uncovering fraud "that was the nail in the proverbial coffin" at Quintis, as described by activist short seller Soren Aandahl @blueorcainvest
podcasts.apple.com/us/podcas…
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How do you get to that "Eureka Moment" as an investor? "There is no substitute for doing the hard work and doing the grind," says Soren Aandahl @blueorcainvest who was previously named @ActivistInsight Short Seller of the Year
podcasts.apple.com/us/podcas…
Terrific interview with Soren Aandahl @blueorcainvest sharing inside view on his craft as a short activist using Quintis case study
podcasts.apple.com/us/podcas…