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Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

Value Hive Podcast

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Long-term Investment Strategies and Quarterly Performance Review

This chapter emphasizes the significance of a thoughtful investment strategy focused on long-term results rather than short-term profits. It reviews a successful quarterly performance and analyzes key holdings, including SoFi and United Airlines, that contributed to the fund's impressive return amidst market fluctuations.

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