Unfair Fights

09/30/2020

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.


If you are a subscriber, log in to access the issue and bonus archive:


Not a subscriber? Subscribe today!