Value Hive Podcast

Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)

Mar 21, 2025
The podcast dives into Giverny Capital's Q4 2024 investment performance, highlighting both hits and misses in their portfolio amidst tech-driven market shifts. It also navigates the gold and copper markets, discussing challenges like underinvestment and regulatory hurdles in mining. Attention turns to the Democratic Republic of Congo's rising status as a copper powerhouse and innovative recycling methods in response to supply chain concerns. The industrial sector's strategies amidst environmental changes further enrich the conversation.
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