Sveriges mest populära poddar

Value Hive Podcast

Value Hive Podcast

Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital

57 min•8 augusti 2025

Logga in för att spara

Om avsnittet

I hope you guys enjoy the latest Q2 2025 Investor Audible series.

This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters.

Ideas discussed: CLAR, SES, THRY, VTY.L, CLAR, META, TTAN, SENEA, SRC.L, and more.

Fler avsnitt

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

9 okt.1 tim 8 min

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

Value Hive Podcast med Brandon Beylo finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.