<description>&lt;p&gt;Kuppy is back on The Value Hive. It&amp;#39;s been too long since Kuppy has joined the podcast. &lt;/p&gt;&lt;p&gt;This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. &lt;/p&gt;&lt;p&gt;We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. &lt;/p&gt;&lt;p&gt;I loved this conversation. Lots to learn and implement into your practice. &lt;/p&gt;&lt;p&gt;&lt;strong&gt;NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY. &lt;/strong&gt;&lt;/p&gt;
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Kuppy is back on The Value Hive. It&#39;s been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement into your practice. NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

Value Hive Podcast

Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

Description