Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital
Value Hive Podcast
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Investment Insights: LVS Portfolios in 2025
This chapter analyzes the performance of LVS portfolios for the first half of 2025, emphasizing Curtis Wright's pivotal role in aerospace and defense as well as opportunities in biotech liquidations. It explores market trends, the complexities of Small Modular Reactors, and offers strategic insights on investing in distressed biotech firms.
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