Value Traps
Update: 2024-05-27
Description
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
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