# Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors

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Text version: https://stenobird.com/podcast/value-hive-podcast-353041/q4-investor-audibles-tactile-fund-hayden-capital-robotti-value-investors.md
Podcast: [Value Hive Podcast](https://stenobird.com/podcast/value-hive-podcast-353041)
Published: 2026-03-06T11:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/valuehive/episodes/Q4-Investor-Audibles-Tactile-Fund--Hayden-Capital--Robotti-Value-Investors-e3g0tue
Audio file: https://anchor.fm/s/11a83958/podcast/play/116471182/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-6%2F9e769a63-71b9-eb81-3537-989b1f74e84f.mp3
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JSON: https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/q4-investor-audibles-tactile-fund-hayden-capital-robotti-value-investors
Duration seconds: 2376

## Resource

Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: Dave Waters' Tactile Fund Fred Liu's Hayden Capital Bob Robotti's Robotti Value Investors I hope you guys enjoy!

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## Transcript

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