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Refining the Recipe
06/30/2025GoodHaven Capital Management’s Larry Pitkowsky and Artie Kwok explain how they turned around a period of poor performance, why there’s “magic” in finding businesses that are getting better, how their mindset around selling has changed, and why they currently see overlooked value in Vitesse Energy, Lennar, KKR & Co. and TerraVest Industries.
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