# Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital Page: https://stenobird.com/podcast/value-hive-podcast-353041/q4-2025-investor-audibles-laughing-water-capital-plural-investing-kathmandu-capital Text version: https://stenobird.com/podcast/value-hive-podcast-353041/q4-2025-investor-audibles-laughing-water-capital-plural-investing-kathmandu-capital.md Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041) Published: 2026-01-23T11:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/Q4-2025-Investor-Audibles-Laughing-Water-Capital--Plural-Investing--Kathmandu-Capital-e3e2bks Audio file: https://anchor.fm/s/11a83958/podcast/play/114420828/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-23%2Fd2e3dca1-5f23-9cd4-3874-65c69c811b6e.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/q4-2025-investor-audibles-laughing-water-capital-plural-investing-kathmandu-capital Duration seconds: 3321 ## Resource I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Laughing Water Capital Plural Investing Kathmandu Capital Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE 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-laughing-water-capital-plural-investing-kathmandu-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-laughing-water-capital-plural-investing-kathmandu-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.