
Value Hive Podcast
·S6 E27
Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital
View Transcript
Episode Description
Another edition of Investor Audibles is out. This week we read letters from LVS Advisory, Brasada Capital, and Kathmandu Capital.
Ideas include: $CW, $ITOS, $WST, $UBER, $UI, $ACMR, Nagacorp, and more.
I hope you guys enjoy!