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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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Long-Term Investment Strategies and Activism Success

This chapter emphasizes the necessity of assessing investment performance over extended periods to avoid short-term distractions. It also discusses strategies for achieving consistent returns through selective investment choices and proactive involvement in portfolio companies.

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