PERSON DIRECTORY
Greg Obenshain
Greg Obenshain appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Investing in Biotech with Verdad Capital
Andrew WalkerDan RasmussenGreg Obenshain
Verdad’s systematic biotech strategy challenges traditional screens by targeting a sector representing 25% of the Russell 2000 and showing the market’s lowest correlation.Among 70 specialist funds, consensus ownership relative to total fund ownership outperforms lone-wolf ideas, while spend-based value is an even stronger return driver; diversified shorts may reduce volatility drag, but 13F lag and PIPE ownership data remain risks.