Investor Letters & Media Interviews

We Aim to Become Lifetime Partners with Our Investors

Follow our journey.

Letter to Investors

Media Interviews

Capital Employed Interview

威宇&阿堯 - 一場沒有對手的競爭

今周刊 - 佛系價值投資人的220億美元修練課

財報狗Podcast - 佛系價值投資人

財報狗Podcast - 佛系投資人的220億資產管理經驗談

財報狗Podcast - 三個男子的夜晚閒聊

Value Hive Podcast - Q2 2024 Investor Audibles

Disclaimer

All information contained herein is provided “as is,” and Kathmandu Capital, LLC expressly disclaims making any express or implied warranties with respect to the fitness of the information contained herein for any particular usage, its merchantability or its application or purpose. Prior to making any investment or hiring any investment manager you should consult with professional financial, legal and tax advisors to assist in due diligence as may be appropriate and determining the appropriateness of the risk associated with a particular investment. In no event shall Kathmandu Capital, LLC be responsible or liable for the correctness of any such material or for any damage or lost opportunities resulting from use of this data.
By accessing the password-protected area of this site (the “Site”), you agree not to invest in any posted fund or alternative investment vehicle (other than funds or alternative investment vehicles in which you or your affiliates are already invested, have already been solicited for or are already actively considering an investment in) for 30 days after the approval of your application. Kathmandu Capital, LLC reserves the right to terminate, at any time, any registered user’s account, as well as access to the Site, without giving notice or a reason for such termination to the user.
Nothing in this Site may be considered as an offer or solicitation to purchase or sell securities or other services. If any provision herein is held to be invalid or unenforceable, then the remaining provisions shall continue in full force and effect.
Registered users of the Site (“Users”) may view, download and print information and materials on this Site for such users’ personal and internal business use provided that all hard copies contain all copyright and other applicable notices. Users may not reproduce, modify, copy, alter in any way, distribute, sell, resell, transmit, transfer, license, assign or publish any information obtained from this Site. A User shall not use this site at any time for any purpose that is unlawful or prohibited and shall comply with any applicable local, state, national or international laws or regulations when using this Site.
Kathmandu Capital, LLC, and the terms, logos and marks included on this Site that identify Kathmandu Capital, LLC services and products are proprietary materials. The use of such terms, logos and marks without the express written consent of Kathmandu Capital, LLC is strictly prohibited. Copyright in the pages and in the screens of the Site, and in the information and material therein, is proprietary material owned by Kathmandu Capital, LLC unless otherwise indicated. The unauthorized use of any material on the Site may violate numerous statutes, regulations and laws, including, but not limited to, copyright, trademark, trade secret or patent laws.