
Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)
Value Hive Podcast
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Exploring Hidden Investment Treasures and Technology Acquisitions
The chapter shares reflections from a Nordic value investment conference, highlighting specific stock ideas and a desire to compile unique investment cases. It also explores recent technology sector acquisitions, particularly in semiconductor manufacturing, focusing on competitive advantages and financial performance.
Play episode from 04:18
Transcript


