
Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital
Samsam19
Deskripsi
<p>Hey guys! This week I'm trying something brand new on the podcast. I created an "audiobook" edition of some of my favorite hedge fund letters. This week, I read the Q4 letters from the following funds:</p> <ul> <li><a href="https://www.gwinvestors.com/wp-content/uploads/2022.03.16-Q4-Letter-Urgent-Patience.pdf" target="_blank">GreenWood Investors</a></li> <li><a href="https://static1.squarespace.com/static/60c24f91684d920cb6097d4e/t/625756132bad9d6fb7b93d3a/1649890835942/Q1+2022+-+Investor+Letter+-+4-12.pdf" target="_blank">Worm Capital</a></li> <li><a href="https://thirdpointlimited.com/wp-content/uploads/2022/02/Third-Point-Q4-2021-Investor-Letter-TPIL.pdf" target="_blank">Third Point</a></li> <li><a href="https://gatorcapital.com/wp-content/uploads/2022/03/20220215-GFP-Q4-2021-Letter.pdf" target="_blank">Gator Capital </a></li> </ul> <p>There is one other podcast that does this (Capital Literature), but I thought having a more human voice would make it easier to listen to, hopefully you agree.</p> <p>Finally, a big thanks to the following sponsors for making the podcast a reality.</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/" rel="ugc noopener noreferrer" target="_blank">emergingmanagers.org</a>, a website for emerging manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!</p> <p><strong>Quartr</strong></p> <p>Quartr is revolutionizing the way investors i
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Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital
Samsam19