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Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

Season 6 Episode 27 Published 8 months, 1 week ago
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!

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