Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital
36 minutes Posted Jul 18, 2025 at 12:50 pm.
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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!