Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital

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.