2021 Mid-Year High Conviction Theme Review & Update
HedgeD · Morgan Creek Capital Management, LLC
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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 [email protected]
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/