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Contenu fourni par Nick Taylor, Morgan Creek Capital Management, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Nick Taylor, Morgan Creek Capital Management, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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2021 Mid-Year High Conviction Theme Review & Update
Manage episode 313461457 series 3272055
Contenu fourni par Nick Taylor, Morgan Creek Capital Management, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Nick Taylor, Morgan Creek Capital Management, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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/
45 episodes
Partager
Manage episode 313461457 series 3272055
Contenu fourni par Nick Taylor, Morgan Creek Capital Management, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Nick Taylor, Morgan Creek Capital Management, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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/
45 episodes
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Similaire à HedgeD
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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