Inflection Investing: Using Market Cycles and History to Identify Inflection Points

Markets are in constant flux, shaped by numerous factors from macroeconomic shifts to company-specific events. Learning to identify these pivotal moments can unlock significant investment opportunities for you.

Listen to this insightful discussion with Harris Kupperman, Founder of Praetorian Capital (aka Kuppy). Renowned for his unique "Inflection Investing" approach, that entails finding out-of-favor companies where fundamentals are starting to inflect, Harris delves into:

• Macro Inflections: Thematic tailwinds and cycle changes
• Event-Driven Inflections: Company transformations and special situations
• Case Studies: Analyzing energy and uranium stocks
• Historical Perspectives: Synthesizing the past in the investment process

This session, moderated by Jamie Catherwood, President of Investor Amnesia, concludes with an audience Q&A with Harris.