Changing Hands

02/28/2023

Ravee Mehta of Nishkama Capital describes how he tries to gain an “empathetic edge” in his investments, how he balances what might be considered growth stocks with what might be considered value stocks, why he doesn't target frauds, fads and terminal cases on the short side, and why he thinks the market is mispricing Flex, Five9, Alteryx and Alphabet.

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