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Why this global manager backed L1 with $50m
Equity markets are in the middle of what Greg Dean calls “the world’s most uncomfortable rotation." In this episode, the founder of Langdon Equity Partners explains why AI may not be the real story, why high-margin busin...
About This Episode
Why this global manager backed L1 with $50m is an episode from The Rules of Investing by Livewire Markets. Equity markets are in the middle of what Greg Dean calls “the world’s most uncomfortable rotation." In this episode, the founder of L...
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This episode belongs to The Rules of Investing.
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Episode Details
Published Mar 3, 2026, 44:25 long, audio available.
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Questions About This Episode
What is Why this global manager backed L1 with $50m about?
Equity markets are in the middle of what Greg Dean calls “the world’s most uncomfortable rotation." In this episode, the founder of Langdon Equity Partners explains why AI may not be the real story, why high-margin businesses can be more vulnerable than they appear, and how he’s positioning his portfolio, including a 7.6% stake in L1 Group and a decision to reinvest in Johns Lyng after its take-private.
Where can I listen to Why this global manager backed L1 with $50m?
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Which podcast is Why this global manager backed L1 with $50m from?
Why this global manager backed L1 with $50m is an episode from The Rules of Investing by Livewire Markets.
How long is this episode?
This episode is 44:25 long.
When was this episode published?
This episode was published on Mar 3, 2026.
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Are there related episodes from The Rules of Investing?
Yes. This page shows related episodes from The Rules of Investing when more episodes are available from the podcast feed.
Quick Answers About This Episode
Where can I listen to Why this global manager backed L1 with $50m?
You can listen to Why this global manager backed L1 with $50m on this page when the episode audio is available from the podcast feed.
Which podcast is this episode from?
Why this global manager backed L1 with $50m is from The Rules of Investing by Livewire Markets.
What are the episode details?
Published Mar 3, 2026 and 44:25 long