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2026-10-13T12:00:00-04:00 -
E20
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| S1:
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| 13:54
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For long/short equity investors, finding differentiated opportunities requires more than identifying attractive businesses. It means understanding what could change market expectations, combining bottom-up research with a view of broader risks, and continually adapting as conditions shift. In this episode, Mike Toman explains how collaboration, creative research and flexible risk management inform his approach, and why AI could create opportunities well beyond the technology sector.
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