What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
From Equity Mates Investing Podcast
Published 3/12/2023
From Equity Mates Investing Podcast
Published 3/12/2023
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage.We also share…
