Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement into your practice. NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement into your practice. NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

Welcome to The Hive! It's nice in here, isn't it? 

The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. 

If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. 

Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. 

Join us as we strive to improve a little bit each day: https://macro-ops.com/

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Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/

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[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

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