# Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital Page: https://stenobird.com/podcast/value-hive-podcast-353041/q4-2025-investor-audibles-hirschmann-capital-arquitos-capital-third-point-capital Text version: https://stenobird.com/podcast/value-hive-podcast-353041/q4-2025-investor-audibles-hirschmann-capital-arquitos-capital-third-point-capital.md Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041) Published: 2026-02-13T11:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/Q4-2025-Investor-Audibles-Hirschmann-Capital--Arquitos-Capital--Third-Point-Capital-e3f1drs Audio file: https://anchor.fm/s/11a83958/podcast/play/115438908/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-13%2Fbe33e124-fe3c-c1ac-04d6-3fa67e09a87b.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/q4-2025-investor-audibles-hirschmann-capital-arquitos-capital-third-point-capital Duration seconds: 2151 ## Resource I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Hirschmann Capital Arquitos Capital Third Point 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/q4-2025-investor-audibles-hirschmann-capital-arquitos-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/q4-2025-investor-audibles-hirschmann-capital-arquitos-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.