This week we have Peter Mantas, GP at Logos LP. This podcast is all about idea generation, how modern data and technical analysis can be applied to value investing, how he manages his portfolio construction, how drawdowns can really jeopardize your mental capital, as well Peter Mantas shares with us some tips and tricks on how he analyzes biotechnology companies and the rise of intangible assets.
If you like what you heard, please follow Peter on Twitter @Logos_LP
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We're also excited to partner with MITIMCo, the investment office of MIT. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund, or those just looking to learn about how others have done it, I highly recommend the site. You’ll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging stock-pickers, and more. Check them out at mitimco.org/global-investor today!--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support