
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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Transcript


