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Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

Value Hive Podcast

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Investment Strategies and Market Evolution

This chapter explores the gradual evolution of investment strategies and company transformations within an investor's portfolio, underscoring the importance of recognizing subtle performance changes. Through detailed case studies, including Correos de Portugal and Turning Point Brands, it provides insights into market positioning and strategic developments while reflecting on a decade of business with partners.

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