Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital

I hope you guys enjoy the latest Q2 2025 Investor Audible series.
This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters.
Ideas discussed: CLAR, SES, THRY, VTY.L, CLAR, META, TTAN, SENEA, SRC.L, and more.