Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors
39 minutes Posted Mar 6, 2026 at 11:00 am.
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Show notes

Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read:

  • Dave Waters' Tactile Fund
  • Fred Liu's Hayden Capital
  • Bob Robotti's Robotti Value Investors

I hope you guys enjoy!