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Value Hive Podcast

Value Hive Podcast

Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

36 min•18 juli 2025

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Om avsnittet

Another edition of Investor Audibles is out. This week we read letters from LVS Advisory, Brasada Capital, and Kathmandu Capital.

Ideas include: $CW, $ITOS, $WST, $UBER, $UI, $ACMR, Nagacorp, and more.

I hope you guys enjoy!

Fler avsnitt

[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

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Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital

Astrid Wilde: A Bright AI & Robotics Future

11 sep.1 tim 15 min

Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle

28 aug.1 tim 14 min

Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point

[REPLAY] Gavin McCracken: A Journey To 2,000x Returns

14 aug.1 tim 56 min

Jeremy Raper: Cycles, AI, and Activism

31 juli1 tim 33 min

Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU

Seedy19: A 35x Return From Biotech Investing

Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers

26 juni1 tim 18 min

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