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Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)

Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)

FromValue Hive Podcast


Dan McMurtrie: The Super FLUgatu Episode (rec: 08/21)

FromValue Hive Podcast

ratings:
Length:
176 minutes
Released:
Feb 11, 2022
Format:
Podcast episode

Description

Michael Jordan had his flu game. This week, Dan McMurtrie has his Flu Podcast. Join us as the Super Flugatu drops dozens of knowledge bombs, all while battling the flu. 
Dan touches on a lot of what I originally posted, but there's definitely a few more gems worth the listen. Dan dives deep into topics like: 

Structuring Research & Valuing Research Time
The reality of emerging managers
Building Trust Online in a Digital World 
The Obsession with Long-Term "HODL" Mindsets

And more!
If you like what you hear, follow Dan on Twitter @SuperMugatu and check out his firm Tyro Partners. 
You can check out the time-stamp below: 

[4:34] Wrestling Stories
[19:09] Biases & Mental Frameworks
[30:01] Knowing What Game You're Playing
[35:00] Long/Short Managers
[53:00] How Dan Uses Trello 
[62:00] How Dan Structures Research Time
[82:00] Stand-Up Comedy
[94:00] Conversion of Online & Offline Worlds
[103:00] Trust in Online Commerce
[121:00] Kombucha Stories
[132:00] The Obsession with Long-Term HODLing 
[143:00] There Is No Optimum Solution, Just Make Money
[159:00] VC & Public Markets
[164:00] Building Networks of People
[170:00] Closing Questions

Also, a big thanks to the following sponsors for making the podcast a reality!
Quartr
Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se
If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.
Tegus
Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.
I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.
TIKR
TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead.
Try them out today at TIKR.com/hive.
MasterWorks
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Try them out today at Masterworks.art/value

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Support this podcast: https://anchor.fm/valuehive/support
Released:
Feb 11, 2022
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support