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Michael Dempsey @mhdempsey · Jan 6, 2023
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One of my favorite podcasts ever was @pmje73 on @tseides Capital Allocators last year. At 14:00 Paul starts talking about thesis-driven investing and then portfolio management. A few highlights from the transcript of this section (+ link below).

Podcast episode Aug 15, 2022
Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)
by Ted Seides
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