ARCHIVE: Value Traps

Risk of Ruin

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-1:09:46

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ARCHIVE: Value Traps

David Orr talks about his long short strategy

John Reeder

May 12, 2026

∙ Paid

David Orr is a former poker player turned fund manager. He started out investing with a value bias, and then eventually did a 180 and started shorting value traps. He talks about how his strategy evolved and also his plan to grow his fund.

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