The second episode of The Business Brew features Dan McMurtrie, PM at Tyro Partners.  In this episode Dan pulls back the curtain on how a true hedge fund manager thinks.  He discusses:   A tough launch (13:20) Pivoting from "value" investing (17:50) Agency costs hurting "value" investments (20:35) Convergent & iterative thinking (32:40) Risk management and buying higher (44:20) The dangers of the value investing inoculation (46:50) THE DATING PAPER (58:00) Being early on COVID (1:08:00) TINA + Liquidity Shortages + FOMO (1:22:11) Businesses as networks of people (1:37:45) The anointed companies (1:46:00) Inflection points and when it "gets simple" 1:54:00 When paying more can reduce risk (2:00:00)   We are grateful to him for sharing his mind.  Please enjoy the episode. 

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