Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:

Laughing Water CapitalPlural InvestingKathmandu Capital

Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.