Q3 2022 Investor Audibles: Third Point Capital, Ensemble Capital, Greenlight 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.pdf" target="_blank">Third Point Capital&nbsp;</a>(02:00 - 24:00)</li> <li><a href="https://ensemblecapital.com/wp-content/uploads/2022/10/ECM-Quarterly-Letter-3Q22.pdf" target="_blank">Ensemble Capital&nbsp;</a>(25:00 - 46:00)</li> <li><a href="https://mcusercontent.com/5a9b922c73b7d108f230f1403/files/8ad6aa59-a7ab-2ada-d10c-d6a911285822/Steel_City_Capital_2Q_22_Partner_Letter.01.pdfhttps://drive.google.com/file/d/1izeodANnozDBAGIUqaBbVZDbA3pC3it4/view" target="_blank">Greenlight Capital </a>(47:00 - 65:00)</li> </ul> <p>Please let me know what other letters you'd want to hear on future Investor Audible series episodes!</p> <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 manager stockpickers.</p> <p>For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!</p> <p><strong>Tegus</strong></p> <p>Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Ins