Q4 Investor Letter Audibles: Greenhaven Road, Laughing Water Capital, & Greenlight Capital

<p>Hey guys! This week I'm trying something <em>brand new </em>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:&nbsp;</p> <ul> <li><a href="https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/61f4601ca0cc3227736bf76f/1643405340863/Greenhaven+Road+%282021+Q4%29+Quarterly+Letter.pdf" target="_blank">Greenhaven Road Capital</a></li> <li><a href="https://static1.squarespace.com/static/5d93ed0b59166652b0d66427/t/62050baea91a235dd67c8baa/1644497838872/Laughing+Water+Capital+YE+2021.pdf" target="_blank">Laughing Water Capital&nbsp;</a></li> <li><a href="https://drive.google.com/file/d/1Nb2a7A-4S588IJtN5UVTb2Q_urhCnaNX/view" target="_blank">Greenlight Capital</a></li> </ul> <p>There is one other podcast that does this (Capital Literature), but I thought having a more <em>human </em>voice would make it easier to listen to, hopefully you agree.&nbsp;</p> <p>Also, I thought now would be a great time to try this as I'm traveling to FL for my bachelor party. I look forward to resuming the usual person-to-person interview style you've come to appreciate on the podcast.&nbsp;</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 provider