Audio versions of fund manager letters and stock pitches.
Greystone Capital Management - Q3 2024 Letter
For this episode we read the Greystone Capital Management - Q3 2024 Letter.The letter discusses...Fund performancePortfolio commentaryThesis for investing in Leon’s Fu...
Alluvial Fund - Letter to Limited Partners Third Quarter 2024
For this episode we read the Alluvial Fund - Letter to Limited Partners Third Quarter 2024.The letter discusses...Fund performanceTwo new holdingsCurrent holdings upda...