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

Value Hive Podcast

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Navigating Investment Strategies and Portfolio Management

This chapter dives into investment strategies and portfolio management, highlighting the performance of different funds over the past year. It emphasizes the importance of cash reserves, the dynamics of event-driven investments, and the need for a disciplined approach in managing growth portfolios.

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