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Eye on the Ball
07/31/2025Yaron Naymark of 1 Main Capital describes how he gets to “no” on most of the investment ideas he looks into, why he tends to make highly concentrated bets, how he builds relationships with management, the primary risks he's trying to avoid in today's market, and what he thinks the market is missing in IWG, Dentalcorp, Basic-Fit and MasterCraft Boat.
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