Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

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!