Curreen Capital Partners Q1 2025 Letter
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.
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Curreen Capital Partners Q1 2025 LetterNASDAQ: VVVNF
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