Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital

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Apr 5, 2024

In this podcast, they discuss Q4 2023 investor letters from Greenhaven Road, GreenWood Investors, and Silver Beech Capital. They talk about market swings, long-term growth strategies, investment opportunities in owner-managed businesses, and potential investments in the energy sector. The episode also highlights the importance of attention misappropriation, pickpocketing techniques, and strategies for long-term profit.

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Introduction

00:00 • 2min

Analysis of Greenhaven Road Capital's Q4-2023 Performance and Attention Misappropriation

02:05 • 3min

Exploring Pickpocketing, Investor Attention Setups, and Strategies for Long-term Profit

04:36 • 2min

Navigating Market Swings and Long-term Growth Strategies

06:48 • 17min

Investment Strategies and Portfolio Performance

23:30 • 15min

Investment Opportunities in Owner-Managed Businesses and Market Dynamics

38:58 • 17min

Analysis of Potential Investment Opportunity in the Energy Sector

55:58 • 4min

This week we're continuing our Investor Audibles series with Q4 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!

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

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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Marhelm

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