Episode 19 - Nytt porteføljeselskap, Kindred-bud ++
Released Sunday, 28th January 2024
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Episode 19 - Nytt porteføljeselskap, Kindred-bud ++
Episode 19 - Nytt porteføljeselskap, Kindred-bud ++
Sunday, 28th January 2024
Good episode? Give it some love!
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Vært sjeldent mye endringer i First Veritas de siste ukene. Går i denne podcasten gjennom:
-Rask oppsummering av avkastning 2023 og siden oppstart
-Den "nye" QARP (Quality at a Reasonable Price) investeringsfilosofien
-Bud på Kindred - hvordan har fondet agert på dette
-Nytt porteføljeselskap og prosess rundt hvordan dette typisk skjer
-Rask oppsummering av Q4 tall så langt
-Q&A fra X
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