Last week, we posted an exclusive interview with hedge fund manager Peter Lupoff. We continue the interview with Peter in the second part of the interview. As a reminder, you can find more here about Peter's hedge fund Tiburon Holdings
- A top down “thematic” approach. From this, we delve deeply for those trade ideas that can survive the five prong methodology (see part 1 of interview)
- The gritty work the phones, contacts, read the news, watch the markets for leads way – old school
- “Mining the Portfolio” for ideas – that is, the deep work on any one name necessitates looking at comps and events, and in doing this, we uncover other trade ideas.