This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds:
Matt Sweeney, Laughing Water Capital
Scott Miller, Greenhaven Road
Connor Haley, Alta Fox Capital
Please let me know what other letters you'd want to hear on future Investor Audible series episodes!
Finally, a big thanks to the following sponsors for making the podcast a reality.
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 emergingmanagers.org, a website for emerging manager stockpickers.
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!
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TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.
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