Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital

<p>This week we&#39;re continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds:</p> <ul> <li><a href="https://static1.squarespace.com/static/5ea6570a0ba57d406203e048/t/6535be32dd213b67ada2e5c2/1698020915124/Q3+2023+Results+for+Cedar+Creek+Partners.pdf">⁠Cedar Creek Capital</a></li> <li><a href="https://static1.squarespace.com/static/5d93ed0b59166652b0d66427/t/65307ac1146e4f13195f8581/1697675969336/Laughing+Water+Capital+Q3%2723+Letter.pdf">⁠Laughing Water Capital⁠</a></li> <li><a href="https://static1.squarespace.com/static/5aaacb57506fbe4636414126/t/65430b904e013f1708dfedab/1698892689327/Q3+2023+Alta+Fox+Capital+Quarterly+Letter.pdf">⁠Alta Fox Capital</a></li> </ul> <p>Please let me know what other letters you&#39;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&#39;s mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/">⁠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&#39;ll find essays and interviews by successful emerging managers, service providers used by MIT&#39;s own managers, essays MITIMCo has written for emerging managers and more!</p> <p><br></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. Instead of weeks and months, you can learn a new industry or company in hou