2021 Mid-Year High Conviction Theme Review & Update
Jul 01, 2021•1 hr 37 min
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Episode description
Buckle up for a whirlwind of an episode covering Morgan Creek's highest conviction Growth, Value and Short themes. We provide an update on the themes we outlined going into 2021 and add some new ones to the list. It's a doozy of an episode, jam-packed with our top ideas and a bevy of names that warrant your attention.
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