We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post.

The letter discusses Capital Cycles, Warren Buffett, and how to view all investments through the capital cycle framework.

I recorded this because I wish I had an audiobook version of it, so enjoy!

Also -- big thanks to the sponsors!

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Investor Audibles: Hosking Partners May 2025 Letter

Value Hive Podcast

Investor Audibles: Hosking Partners May 2025 Letter