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14min chapter
Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital
Value Hive Podcast
Investment Strategies and Market Insights from Q2 Fund Letters
This chapter delves into the Q2 letters from Legacy Ridge Capital and Kathmandu Capital, analyzing their investment strategies and performance metrics. It highlights the cautious approach to cash allocation, sector-specific performances, and the influence of current market conditions on their investment decisions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode