Value Hive Podcast cover image

Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital

Value Hive Podcast

00:00

SK Square & SK Hynix Thesis

Brandon explains Third Point's investment in SK Square, NAV discount reduction, and SK Hynix supply/demand dynamics.

Play episode from 20:52
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app