Unfair Fights


Yen Liow of Aravt Global describes how he broadly recast his approach after a rocky start for his new firm, why on the long side he focuses only on “horses,” where he’s finding Covid-related short ideas, why he's prepared for a "wide-diversion, high-volatility" future, and why he's high on the prospects for Cellnex, Safran, Boyd Group and Keywords Studios.

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