Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital

<p>This week we&#39;re continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:</p> <ul> <li><a href="https://alluvialcapital.com/wp-content/uploads/2023/07/Alluvial-Capital-Management-Q2-2023-Letter-to-Partners.pdf" target="_blank" rel="noopener noreferer">Alluvial Capital</a></li> <li><a href="https://static1.squarespace.com/static/5d93ed0b59166652b0d66427/t/64b578fb188f55445b7cc1de/1689614587969/Laughing+Water+Capital+H1%2723+Letter.pdf" target="_blank" rel="noopener noreferer">Laughing Water Capital</a></li> <li><a href="https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/64badaa2b743f43df05f5d0f/1689967267033/Q2+2023+Results+for+Cedar+Creek+Partners.pdf" target="_blank" rel="noopener noreferer">Cedar Creek Capital</a></li> </ul> <p>Please let me know what other letters you&#39;d want to hear on future Investor Audible series episodes!</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&#39;s mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/" target="_blank" rel="ugc noopener noreferrer">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&#39;ll find essays and interviews by successful emerging managers, service providers used by MIT&#39;s own managers, essays MITIMCo has written for emerging managers and more!</p> <p><br></p> <p><strong>Tegus</strong></p> <p>Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actual