
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Open Square CapitalJDP CapitalIdeas discussed include: VAL, RIG, PTON, OXY, MELIPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
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Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital

[REPLAY] Oliver Friesen: All Things Tungsten

Brian Leeners (Homerun Resources): The Silica Opportunity

[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
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