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Indhold leveret af Nick Taylor, Morgan Creek Capital Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Nick Taylor, Morgan Creek Capital Management, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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2021 Mid-Year High Conviction Theme Review & Update

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Manage episode 313461457 series 3272055
Indhold leveret af Nick Taylor, Morgan Creek Capital Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Nick Taylor, Morgan Creek Capital Management, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Buckle up for a whirlwind of an episode covering Morgan Creek’s highest conviction Growth, Value and Short themes. We provide an update on the themes we outlined going into 2021 and add some new ones to the list. It’s a doozy of an episode, jam-packed with our top ideas and a bevy of names that warrant your attention.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

  continue reading

44 episoder

Artwork
iconDel
 
Manage episode 313461457 series 3272055
Indhold leveret af Nick Taylor, Morgan Creek Capital Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Nick Taylor, Morgan Creek Capital Management, and LLC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Buckle up for a whirlwind of an episode covering Morgan Creek’s highest conviction Growth, Value and Short themes. We provide an update on the themes we outlined going into 2021 and add some new ones to the list. It’s a doozy of an episode, jam-packed with our top ideas and a bevy of names that warrant your attention.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

  continue reading

44 episoder

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