Risk of Ruin

Value Traps

May 27, 2024 Half Kelly Media
Value Traps
Risk of Ruin
More Info
Risk of Ruin
Value Traps
May 27, 2024
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/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

Show Notes

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