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Why this global manager backed L1 with $50m episode artwork

EPISODE · Mar 3, 2026 · 44 MIN

Why this global manager backed L1 with $50m

from The Rules of Investing · host 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 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.

What this episode covers

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.

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Why this global manager backed L1 with $50m

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Frequently Asked Questions

How long is this episode of The Rules of Investing?

This episode is 44 minutes long.

When was this The Rules of Investing episode published?

This episode was published on March 3, 2026.

What is this episode 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...

Can I download this The Rules of Investing episode?

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