# Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital Page: https://stenobird.com/podcast/value-hive-podcast-353041/q1-2026-investor-audibles-gator-capital-rowan-street-capital-third-point-capital Text version: https://stenobird.com/podcast/value-hive-podcast-353041/q1-2026-investor-audibles-gator-capital-rowan-street-capital-third-point-capital.md Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041) Published: 2026-05-15T10:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/Q1-2026-Investor-Audibles-Gator-Capital--Rowan-Street-Capital--Third-Point-Capital-e3jd549 Audio file: https://anchor.fm/s/11a83958/podcast/play/120017481/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-15%2F92704822-5bba-36e0-791b-7e80d0ad60be.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/q1-2026-investor-audibles-gator-capital-rowan-street-capital-third-point-capital Duration seconds: 2152 ## Resource I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Gator Capital Rowan Street Capital Third Point Capital PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/q1-2026-investor-audibles-gator-capital-rowan-street-capital-third-point-capital/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/value-hive-podcast-353041/q1-2026-investor-audibles-gator-capital-rowan-street-capital-third-point-capital.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.