Q3 2023 Investor Audibles: Third Point, Sohra Peak, Greenhaven Road

<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://assets.thirdpointlimited.com/f/166217/x/abc7dbdc05/third-point-q3-2023-investor-letter-tpil.pdf" target="_blank" rel="noopener noreferer">Third Point Capital</a></li> <li><a href="https://mcusercontent.com/3fff1ea9d792aab7f6dffe0ab/files/aa0e8a18-274d-10cb-e6b7-b5698141479a/Sohra_Peak_Capital_Partners_Partnership_Letter_Q3_2023.pdf" target="_blank" rel="noopener noreferer">Sohra Peak Capital</a></li> <li><a href="https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/653e5ef84c601f13af619cee/1698586360805/Greenhaven+Road+-+2023+Q3+FINAL.pdf" target="_blank" rel="noopener noreferer">Greenhaven Road 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.