Bring It Home EP16 What a fund manager thinks about transportation w/ Seth Holm
West Brow Capital founder and portfolio manager Seth Holm runs a fund focused on global transportation. In this episode recorded on April 8, Seth sits down with JP Hampstead and runs through his view of the transportation industry, mode by mode—where he's long and short. Learn more about your ad choices. Visit megaphone.fm/adchoices
The skinny
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