12min chapter

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Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

Value Hive Podcast

CHAPTER

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.

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