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Belvedere Investments
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Investment Thesis
Valuation
Benchmarks
Portfolio Manager
Blog
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Belvedere Investments
Home
Investment Thesis
Valuation
Benchmarks
Portfolio Manager
Blog
Contact
Home
Investment Thesis
Valuation
Benchmarks
Portfolio Manager
Blog
Contact
j a 12/30/25 j a 12/30/25

Firm Returns Vs The Opps/Competitors

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j a 12/23/25 j a 12/23/25

Strategies

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j a 12/12/25 j a 12/12/25

Consistency And Showing Up

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j a 11/20/25 j a 11/20/25

Options And Gold (GLD)

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j a 10/31/25 j a 10/31/25

Food For Thought: Good Managers vs Bad Managers

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