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Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

Value Hive Podcast

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Performance Insights and Opportunities in the Junior Gold Mining Sector

This chapter analyzes a fund's performance compared to the S&P 500, focusing on the volatility of the microcap market in Q3. It highlights successful investments like McCoy Global and Monument Mining Limited, while exploring opportunities and mispricing in the junior gold mining sector.

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