Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part II

Inhoud geleverd door Nick Taylor, Morgan Creek Capital Management, and LLC. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Nick Taylor, Morgan Creek Capital Management, and LLC of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

HedgeD « »
Morgan Creek’s High Conviction Equity Themes For 2022 & Beyond (Part II – Value & Short Ideas)

3y ago 58:01

MP3•Thuis aflevering

In this episode of HedgeD, we continue our holiday series exploring Morgan Creek’s highest conviction equity themes and ideas for the year ahead and beyond with Part II. Part I focused on our top Growth-oriented themes and ideas, while in Part II we explore the Value-oriented and Short sides of our research efforts. The goal of the series is to talk through a lot of ideas at a high level in hopes of encouraging further research and due diligence by you, our listeners. We encourage you to reach out with follow-up questions or comments. Be sure to tune into Part III next time, where we will conclude the series by taking a look back at our top picks this time last year to see what we got right, what we got wrong and what we still like. Part III is scheduled to drop in late January. Until then, we hope you have a very merry and cheerful holiday season. Happy Holidays and Early New Year from the entire HedgeD Podcast Team.

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

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

45 afleveringen

#Trading #Business #Nick Taylor #LLC #Morgan Creek Capital Management #Finance #Investing #Hedgefund