Value Hive Podcast Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital
Jul 18, 2025
This discussion dives into LVS Advisory's insights on market trends and investment strategies for 2025. Explore the complexities of aerospace, defense, and distressed biotech investments. There’s an analysis of market volatility, featuring S&P 500 fluctuations and the impact of new trade policies. Uncover the potential in semiconductor cleaning with ACM Research and the implications of China's supply chain shifts. Plus, exciting investment prospects in a leading Mexican airport operator are revealed, alongside reflections on Kathmandu Capital's anniversary.
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Curtis Wright's Unique Growth Edge
- Curtis Wright thrives due to critical aerospace and defense components with minimal competition.
- Its nuclear power segment presents a substantial growth opportunity aligned with evolving energy needs.
Embrace Market Volatility Smartly
- Treat market volatility as opportunity, not risk.
- Focus on a company's intrinsic value and fundamentals, not short-term price swings.
Look Beyond Short-Term Stock Drops
- Even a 40% stock drop can reflect short-term noise, not structural damage.
- Strong fundamentals and growth drivers underpin resilience in companies like West Pharmaceutical.