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The Long (and Short) of It, featuring John Hempton from Bronte Capital

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Manage episode 358707573 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.

In this episode of HedgeD, we pick well-known hedge fund manager John Hempton’s brain on what makes a good long investment. John is probably best known for his short selling abilities, but others have already adequately covered that topic so, instead, he walks us through his framework for assessing longs. John is truly a gifted storyteller, and we hope you enjoy listening to this episode as much as we enjoyed recording it. Cheers.

You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com

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

Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com

And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

  continue reading

44 episoder

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Manage episode 358707573 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.

In this episode of HedgeD, we pick well-known hedge fund manager John Hempton’s brain on what makes a good long investment. John is probably best known for his short selling abilities, but others have already adequately covered that topic so, instead, he walks us through his framework for assessing longs. John is truly a gifted storyteller, and we hope you enjoy listening to this episode as much as we enjoyed recording it. Cheers.

You can @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com

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

Join our almost monthly HedgeD, With A Capital “D” webinar series by emailing HedgeD@morgancreekcap.com

And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

  continue reading

44 episoder

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