Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital
55 minutes Posted Jan 23, 2026 at 11:00 am.
0:00
55:21
Download MP3
Show notes

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.