Q2 2022 Investor Audibles: Worm Capital, East 72, and Alluvial Fund

<p>This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:</p> <ul> <li><a href="https://static1.squarespace.com/static/60c24f91684d920cb6097d4e/t/62d2310dc4c1847abbeb2e81/1657942290214/Worm+Capital+-+Q2+2022+Investor+Letter+-+Final.pdf" target="_blank"><strong>Worm Capital</strong></a><strong> (03:00 - 27:00)</strong></li> <li><a href="http://east72.com.au/wp-content/uploads/2022/07/QUARTERLY-REPORT-WEB-June-2022.pdf" target="_blank"><strong>East 72</strong></a><strong> (28:00 - 61:00)</strong></li> <li><a href="https://alluvialcapital.com/wp-content/uploads/2022/07/Alluvial-Capital-Management-Q2-2022-Letter-to-Partners.pdf" target="_blank"><strong>Alluvial Fund</strong></a><strong> (62:00 - 73:00)</strong></li> </ul> <p>Please let me know what other letters you'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's mission. To help the emerging manager community more broadly, they created&nbsp;<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 interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is