www.thevaluethesis.com]]>https://www.thevaluethesis.com/podcastSubstackFri, 10 Jul 2026 12:54:28 GMThttps://api.substack.com/feed/podcast/6776578.rssThe Value ThesisA private investment letter logging my personal capital allocation into high-quality, durable businesses. Join a readership that includes professional portfolio managers, industry executives, and serious individual investors.episodicThe Value Thesisthevaluethesis@substack.comNo