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Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point

44 min•21 augusti 2026

Q2 2026 Investor Audibles is live.

Remember, none of this is investment advice. I just wish there were audible versions of investor letters, so I decided to make them.

I hope you enjoy!

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[REPLAY] Gavin McCracken: A Journey To 2,000x Returns
•1 tim 56 min
Jeremy Raper: Cycles, AI, and Activism
•1 tim 33 min
Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU
•45 min
Seedy19: A 35x Return From Biotech Investing
•53 min
Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers
•1 tim 18 min
Peter Mantas: The Biotech Bubble Whisperer
•1 tim 17 min
Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC
•27 min
[REPLAY] Rebecca Hunter: Life As A Uranium Explorer
•54 min
[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX
•1 tim 12 min
Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
•36 min

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