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Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management

Value Hive Podcast

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Strategic Portfolio Management and Market Insights

This chapter explores portfolio management strategies for Q3 2024, emphasizing the value of diverse positions while addressing concentration risks. It highlights market cap trends, the notable performance of the Survivor and Thriver Fund LP, and strategic insights into technology and market dynamics.

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