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Value Traps

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Manage episode 420599579 series 2785233
Content provided by Half Kelly Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Half Kelly Media 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://player.fm/legal.

David Orr is a former poker player turned fund manager. He started out investing with a value bias, and then eventually did a 180 and started shorting value traps. He talks about how his strategy evolved and also his plan to grow his fund.
Follow David on Twitter: https://twitter.com/orrdavid
Support the show links: https://docs.google.com/document/d/1YTMUqap_Z0D9832cOl5wYxUs16Byr6xx-iAZzrRL3VU/edit
Follow the show on Twitter: https://twitter.com/halfkelly
Email: risk of ruin pod at gmail

  continue reading

39 episodes

Artwork

Value Traps

Risk of Ruin

143 subscribers

published

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Manage episode 420599579 series 2785233
Content provided by Half Kelly Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Half Kelly Media 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://player.fm/legal.

David Orr is a former poker player turned fund manager. He started out investing with a value bias, and then eventually did a 180 and started shorting value traps. He talks about how his strategy evolved and also his plan to grow his fund.
Follow David on Twitter: https://twitter.com/orrdavid
Support the show links: https://docs.google.com/document/d/1YTMUqap_Z0D9832cOl5wYxUs16Byr6xx-iAZzrRL3VU/edit
Follow the show on Twitter: https://twitter.com/halfkelly
Email: risk of ruin pod at gmail

  continue reading

39 episodes

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