@Wolf_Dreams1 Higher education is overrated for c-suite. Many examples in RE where partners are state school grads, no higher ed & the VP / associate levels are all Ivy League mba’s - bad ass on the partner’s part
@Wolf_Dreams1 Fundamental still works in small/micro cap
My buddy's shop makes a killing in micro cap but they can only handle $2-5B AUM
the alpha is getting competed away but there's more around than you would think
You used to be able to hear exaggerated stories about badass guys and never know if it were true
Now you can just look up the video on Twitter and see it wasn’t as cool as the story
I liked believing in the stories