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The Long (and Short) of It, featuring John Hempton from Bronte Capital
Manage episode 358707573 series 3272055
Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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 [email protected]
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 [email protected]
And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
46 episodes
Share
Manage episode 358707573 series 3272055
Content provided by Nick Taylor, Morgan Creek Capital Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nick Taylor, Morgan Creek Capital Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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 [email protected]
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 [email protected]
And subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
46 episodes
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continue reading
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continue reading
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