
Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital
Value Hive Podcast
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Evaluating New Investments: Clarus Corp & Secure Waste Infrastructure
This chapter explores the strategic potential of Clarus Corp and Secure Waste Infrastructure within a portfolio, emphasizing their undervaluation and management alignment. It assesses company performance, mergers, share repurchases, and cash flow strategies while considering potential risks and market challenges.
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