Hedge Fund Conversations: Dane Capital On Investment Strategy, Finding New Ideas, And More (Video)
SA Author Dane Capital Management discusses investment strategy and finding new ideas with Hedge Fund Conversations. Among topics discussed are semiconductor consolidation, shorting strategies, and informational edges. The interview also goes deep on Dane Capital’s thesis for Lindblad Expeditions. ( Editors’ Note: This interview is republished with the permission of Hedge Fund Conversations . It features an interview with Seeking Alpha Contributor Dane Capital Management, LLC, a.k.a. Eric Gomberg.)