Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors

Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors

March 6, 2026 · 40 min · Season 7 · Episode 9

About this episode

In this episode, Brandon Beylo reads letters from three value investors discussing their respective funds.

Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: Dave Waters' Tactile Fund Fred Liu's Hayden Capital Bob Robotti's Robotti Value Investors I hope you guys enjoy!

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