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Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital

Value Hive Podcast

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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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