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Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital

Value Hive Podcast

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Market Dynamics and Strategic Investments

This chapter analyzes the recent performance trends of small-cap versus large-cap stocks while detailing specific fund investments, including Enlop and McBride PLC. It also highlights the promising outlook for Seneca Foods, the cautious optimism surrounding Supremax, and the transition to a new investment strategy with the Tactile Fund amid current economic challenges.

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