Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital

<p>This week we're continuing our Investor Audibles series with three Q3 2022 letters from the following investors/funds:</p> <ul> <li><a href="https://thirdpointlimited.com/wp-content/uploads/2022/10/Third-Point-Q3-2022-Investor-Letter-TPIL.pdfhttps://static1.squarespace.com/static/5fd3bbe6cdf707628cbdd084/t/6360899201fcc54056e8475f/1667271058990/Nordstern+Capital+3Q2022+partnership+-+memo+-.pdf" target="_blank">Nordstern Capital</a><a href="https://thirdpointlimited.com/wp-content/uploads/2022/10/Third-Point-Q3-2022-Investor-Letter-TPIL.pdf" target="_blank">&nbsp;</a></li> <li><a href="https://ensemblecapital.com/wp-content/uploads/2022/10/ECM-Quarterly-Letter-3Q22.pdfhttps://6004402.fs1.hubspotusercontent-na1.net/hubfs/6004402/Quarterly%20Letters/2022/2022%20Q3%20Investor%20Letter%20-%20Final.pdf" target="_blank">Praetorian Capital&nbsp;</a></li> <li><a href="https://mcusercontent.com/4522df4fcbfa5be002117f260/files/7a95f47f-a734-2ce9-b196-2165cf2113e0/Maran_Partners_Fund_LP_2022_3Q_Letter.pdf" target="_blank">Maran Capital</a>&nbsp;</li> </ul> <p>Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Also, here are some of the links mentioned in the podcast:&nbsp;</p> <ul> <li><a href="https://podcasts.apple.com/mt/podcast/david-kaye-the-business-of-video-game-development/id1492171651?i=1000526837060" target="_blank">Value Hive Podcast w/ David Kaye</a></li> </ul> <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 mana