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Value Traps

EPISODE · May 27, 2024 · 1H 9M

Value Traps

from Risk of Ruin · host Half Kelly Media

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/orrdavidSupport the show links: https://docs.google.com/document/d/1YTMUqap_Z0D9832cOl5wYxUs16Byr6xx-iAZzrRL3VU/editFollow the show on Twitter: https://twitter.com/halfkellyEmail: risk of ruin pod at gmail

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Value Traps

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