The second episode of The Business Brew features Dan McMurtrie, PM at Tyro Partners. In this episode Dan pulls back the curtain on how a true hedge fund manager thinks. He discusses:
A tough launch (13:20)
Pivoting from "value" investing (17:50)
Agency costs hurting "value" investments (20:35)
Convergent & iterative thinking (32:40)
Risk management and buying higher (44:20)
The dangers of the value investing inoculation (46:50)
THE DATING PAPER (58:00)
Being early on COVID (1:08:00)
TINA + Liquidity Shortages + FOMO (1:22:11)
Businesses as networks of people (1:37:45)
The anointed companies (1:46:00)
Inflection points and when it "gets simple" 1:54:00
When paying more can reduce risk (2:00:00)
We are grateful to him for sharing his mind. Please enjoy the episode.
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