About this episode

This episode features an analysis of Q4 2025 letters from Hirschmann Capital, Arquitos Capital, and Third Point Capital.

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Hirschmann Capital Arquitos Capital Third Point PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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