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Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital

55 min•23 januari 2026

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:

  • Laughing Water Capital
  • Plural Investing
  • Kathmandu Capital

Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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