Exponential Learning

Alex and Jordan dig into the Q2 2026 13F filings of Pershing Square, Third Point, ValueAct and TCI: biggest positions, adds, trims, and new bets.

What is Exponential Learning?

Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.