Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital

Nov 17, 2023

Guest

Cedar Creek Capital

Guest

Alta Fox Capital

Guest

Laughing Water Capital

Investor Audibles series with Q3 2023 letters from Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital. Cedar Creek Capital discusses strong performance and fund repositioning. Investment cases discussed include Avid Bioservices and Thrive Inc. Alta Fox Capital expresses concerns about geopolitical challenges and fiscal inefficiencies. Topics also include tragic events, market commentary, investment themes, and analyst recruitment.

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Introduction

00:00 • 2min

Cedar Creek Capital's Strong Performance in Q3

02:14 • 15min

Investment Cases: Avid Bioservices and Thrive Inc.

17:24 • 13min

Altafox Capital Q3 2023 Performance and Concerns about Ineffective Governments

30:43 • 4min

Tragic Events, Market Commentary, and Investment Themes

34:27 • 2min

First Cash Holdings and Grupo Aeromexico SAB Investment Opportunities

36:02 • 6min

Alta Fox Capital's Analyst Programs and Recruitment Efforts

41:55 • 3min

This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds:

Please let me know what other letters you'd want to hear on future Investor Audible series episodes!

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