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Curreen Capital Partners Q1 2025 Letter

Source: SeekingAlpha

2025-04-23 09:20:00 ET

Summary

  • Curreen Capital was down 4.7% in the first quarter.
  • We invested about 6% of the fund into a new position, Havas.
  • Overall, I estimate that we paid less than 7x trailing cash earnings, and Havas’s shares have gotten even cheaper in the recent stock market selloff.

...

Read the full article on Seeking Alpha

For further details see:

Curreen Capital Partners Q1 2025 Letter
Vivendi SE

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