In his third trip to the Hedgeye studio, Spruce Point Capital Founding Partner Ben Axler sits down with Hedgeye Industrials Sector Head Jay Van Sciver to discuss two of his latest ideas: Long TACO and Short NCR.
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In his third trip to the Hedgeye studio, Spruce Point Capital Founding Partner Ben Axler sits down with Hedgeye Industrials Sector Head Jay Van Sciver to discuss two of his latest ideas: Long TACO and Short NCR.