Capital Literature: Recent Episodes
Capital Literature by @sebidscap
Join in and listen to the Capital! The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Maran Partners Fund, 1st Quarter 2022
Letter by Dan Roller
Companies discussed: $CDRE $CLAR $CSPLF $CUSPY $PCYO
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Artisan International Value Fund, 1st Quarter 2022
Letter by N. David Samra, Ian P. McGonigle and Joseph Vari
Companies discussed: $INGVF $DANOY $ACGL $ST $GRMN
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Artisan Mid Cap Fund, 1st Quarter 2022
Letter by Matthew H. Kamm, James D. Hamel, Craigh A. Cepukenas, Jason L. White and Jay C. Warner
Companies discussed: $APTV $APTV.PA $BURL $CNHI $COO $DDOG $DE $DHR $DHR.PB $ERUS $GPN $HUBS $LPLA $MSCI $NEO $NVST $ON $ROST $SPOT $TDY $TJX $W $WMS $WST $ZI $ZNGA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Crescat Capital Monthly Research Letter
Letter by Kevin C. Smith and Tavi Costa
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Longleaf Partners Small-Cap Fund, 1st Quarter 2022
Companies discussed: $CNX $OSCR $KODK $WTM $VMEO $LNXSY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Longleaf Partners International Fund, 1st Quarter 2022
Companies discussed: $CKHUY $PROSY $MDEVF $LNXSF $EXXRF $FNNTF $BABA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Longleaf Partners Fund, 1st Quarter 2022
Companies discussed: $CNX $IAC $AMG $LUMN $LBRDA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Longleaf Partners Global Fund, 1st Quarter 2022
Companies discussed: $CNX $CKHUY $FRFHF $HDVY $CLNXF $PROSY $IAC $MDEVF $FISV $GREE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Bireme Capital, 1st Quarter 2022
Companies discussed: $CGECF $FB $NFLX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Giverny Capital Asset Management, 1st Quarter 2022
Letter by David M. Poppe
Companies discussed: $FB $KMX $FIVE $ERFSF $AMZN $IBP
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
RiverPark Large Growth Fund, 1st Quarter 2022
Letter by Mitch Rubin
Companies discussed: $NFLX $NVDA $TDOC
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Alphyn Capital Management, 1st Quarter 2022
Letter by Samer Hakoura
Companies discussed: $FRFHF $AMZN $EXXRF $KKR $LBRDA $NPSNY $W
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Bernzott Capital Advisors, 1st Quarter 2022
Companies discussed: $HALO $HCI $MP $LPRO $VNOM $CMP
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Bronte Capital, 1st Quarter 2022
Companies discussed: $HLF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Wasatch Micro Cap Fund, 1st Quarter 2022
Letter by Ken Korngiebel
Companies discussed: $GDYN $KRNT $PRPL $ITCI $HLLY $SLP
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Wasatch Core Growth Fund, 1st Quarter 2022
Letter by JB Taylor, Paul Lambert and Mike Valentine.
Companies discussed: $TREX $HLNE $MEDP $HQY $ITCI $HLLY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Arch Capital Fund, 1st Quarter 2022
Letter by Brett Schafer, Brady Henderson, and Ryan Henderson
Companies discussed: $SFM $SPOT $NNI $EA $NTDOY $TTWO $ADSK $WIX $MTCH $HRBR $IDN $SWMAF $CNRFF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Curreen Capital, 1st Quarter 2022
Letter by Christian Ryther
Companies discussed: $AOUT $GETB.L #Truecaller #Nilorn #Jackson #BRK-B
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
NZS Capital, 1st Quarter 2022
Companies discussed: $PARA $TMUS $NEXOF $SAIL $NTDOY $FB $LRCX $CRM $SUI $PYPL $OKTA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Hoisington Investment Management, 1st Quarter 2022
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
O'Keefe Stevens, 1st Quarter 2022
Letter by Dominick D'Angelo
Companies discussed: $AMGN $BGCP $DFIN $EAF $INTC $L $NMRK $NVDA $QCOM
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Ensemble Fund, 1st Quarter 2022
Companies discussed: $CMG $GOOG $GOOGL $HD $ILMN $MA $MASI $NFLX $RACE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Greenlight Capital, 1st Quarter 2022
Companies discussed: $GRBK $BHF $INSW $RYAAY $SNX $SWN $WFRD
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Nelson Capital, 1st Quarter 2022
Companies discussed: $AEM $XOM $MSFT $AMZN $DIS $COST $VTR $CHWY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Pzena Investment Management, 1st Quarter 2022
"Geopolitical shocks have usually been short-term in nature. We believe fundamentals for an enduring value cycle remain intact."
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
LRT Capital, 1st Quarter 2022
Letter by Lukasz Tomicki
Companies discussed: $PSA $CIGI $WSO $ABG $RGEN $TPL $PGR $HXL $NOC $MAR $DPZ $WSM $BKNG $EXR
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
L1 Capital International Fund, 1st Quarter 2022
Companies discussed: $CRHCF $EXP $LPX $NFLX $IQV $ATVI $MSFT $MA $ADBE $BKNG $MCO $NKE $TXN $AMD$V $AMZN
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
L1 Capital Long Short Fund, 1st Quarter 2022
Companies discussed: $HOCFF $WYGPY $STOSF $LGTHF $RTNTF $TRQ
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Diamond Hill Small Cap Fund, 1st Quarter 2022
Letter by Aaron Monroe, Kristen Sheffield and Chris Welch
Companies discussed: $RHP $ERII $JOUT $RCKY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Old West Investment Management, 1st Quarter 2022
Letter by Joseph Boskovich, Sr.
Companies discussed: $BG $FB $NFLX $PYPL
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Upslope Capital Management, 1st Quarter 2022
Letter by George K. Livadas
Companies discussed: $ATR $BFAM $BWXT $CASY $CMGMF $CMGMY $ENV $FCN $MDY $MKTX $NSKFF $SLGN $TCGGY $TCHBF $TCVA $TMXXF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Akre Focus Fund, 1st Quarter 2022
Letter by John Neff and Chris Cerrone
Companies discussed: $KKR $MCO $AMT $KMX $ADBE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Headwaters Capital, 1st Quarter 2022
Letter by Christopher Godfrey
Companies discussed: $NOTV
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
White Brook Capital, 1st Quarter 2022
Letter by Basil F. Alsikafi
Companies discussed: $MGM $IAC $MTCH $VMEO $MHK $QRTEA $KAR
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Rowan Street Capital, 1st Quarter 2022
Letter by Alex Kopel and Joe Maas
Companies discussed: $SPOT $FB $TTD $DOCU $SHOP $NFLX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Laughing Water Capital, 1st Quarter 2022
Letter by Matthew Sweeney
Companies discussed: $AIM.TO $CSP.L $MSOS $TACT $THRY $CSPLF $HMHC
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Smead Value Fund, 1st Quarter 2022
Letter by Bill Smead and Cole Smead
Companies discussed:$CLR $OXY $COP $LEN $DHI $NVR
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Madison Mid Cap Fund, 1st Quarter 2022
Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich
Companies discussed: $MMCRX $MDCIX $GTSGX $MERAX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Madison Investors Fund, 1st Quarter 2022
Letter by Rich Eisinger, Haruki Toyama, Joe Maginot and Matt Hayner
Companies discussed: $MNVRX $MIVIX $MINVX $MNVAX $BKI $PPG $LBRDA $LBRDB $TJX $DLTR $PGR $BRK-B $BDX $ACGL
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Madison Dividend Income Fund, 1st Quarter 2022
Letter by John Brown and Drew Justman
Companies discussed: $BHBFX $MDMIX $MADAX $MADRX $BKR $EOG $NUE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Blue Tower Asset Management, 1st Quarter 2022
Letter by Andrew Oskoui
Companies discussed: $CNR $SBRCY $TCSG.ME
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Distillate Capital, 1st Quarter 2022
Companies discussed: $FDS $ABBV $LMT $FANG $WMT $UNP $TXN $GD $FB $PYPL $HD $BTI $AEM
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Miller/Howard Investments, 1st Quarter 2022
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Wedgewood Partners Large Cap Focused Growth, 1st Quarter 2022
Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan
Companies discussed: $FB $PYPL
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Fiduciary Management All Cap Equity, 1st Quarter 2022
Companies discussed: $CSL $KMX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Fiduciary Management Small Cap Equity , 1st Quarter 2022
Companies discussed: $AB $HOOD $NVT $SKX $TSLA $WMT
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Fiduciary Management Large Cap Equity, 1st Quarter 2022
Companies discussed: $AB $BRK.A $BRK.B $CSL $DGX $DLTR $HOOD $KMX $MAS $NET $OMC $PPG $TSLA $WMT
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Fiduciary Management International Equity, 1st Quarter 2022
Companies discussed: $AKZOF $AKZOY $BKNG $BMRPF $BMRRY $CB $CKHUF $CKHUY $EPS $FERG $GGGSF $GGGSY $HWDJF $HWDJY $LLDTF $LLOBF $LYG $SAFRF $SAFRY $SDXAY $SDXOF $SLB $TSM $USD
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Cooper Investors Global Equity Fund (Hedged), 1st Quarter 2022
Companies discussed: $CTAS $SMCYY $HOCPY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Leaven Partners, 1st Quarter 2022
Letter by Brent Jackson
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Heartland Value Plus Fund, 1st Quarter 2022
Letter by Bradford A. Evans and Andrew J. Fleming
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Heartland Value Fund, 1st Quarter 2022
Letter by Bill Nasgovitz and Will Nasgovitz
Companies discussed: $RDN $CCS $COLD
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Heartland Mid Cap Value Fund, 1st Quarter 2022
Letter by Colin McWey, Will Nasgovitz and Troy McGlone
Companies discussed: $NXST $ABC $PPG
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Symmetry Invest A/S Annual Letter 2021
Companies discussed: $KMBIF $FC $GIGI $HELFY $IAC $MTCH $TREE $EXPE $TRIP $KNDGF $NWINF $PAR $PSKRF $TPL
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Merion Road Capital, 1st Quarter 2022
Letter by Aaron Sallen
Companies discussed: $FERG $PTON $SPWH
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Oakmark Select Fund, 1st Quarter 2022
Letter by William C. Nygren, Tony Coniaris and Win Murray
Since Inception +11.95%
Companies discussed: $NFLX $FB $APA $EOG $LAD $HUM $HLT $FIZN
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Bill Nygren Market Commentary, 1st Quarter 2022
Letter by William C. Nygren
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Oakmark Fund, 1st Quarter 2022
Letter by William C. Nygren and Michael A. Nicolas
Companies discussed: $AMZN $EFX $GPN $PHM $CRM
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Richie Capital Group, 1st Quarter 2022
Letter by Khadir Richie
Companies discussed: $CCRD $NXST $SEDG
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Palm Valley Capital Fund, 1st Quarter 2022
Letter by Jayme Wiggins and Eric Cinnamond
Companies discussed: $HTLD $PLPC $MLR
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Moon Capital Management, 1st Quarter 2022
Letter by David Moon
Companies discussed: $GOOG $MLNK $LGIH $GRBK
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Black Bear Value Fund, 1st Quarter 2022
Letter by Adam Schwartz
Companies discussed: $ABG $BRK.A, $BRK.B $BLDR $TPL $GRBK $GRBK.PA
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Comus Investment, 1st Quarter 2022
Letter by Aaron J. Saunders
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St. James Investment Company, 1st Quarter 2022
Companies discussed: $JPM $ALV.DE $DKNG
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Vltava Fund, 1st Quarter 2022
Letter by Daniel Gladiš.
Companies discussed: $ABG $CE $KLAC $AN
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St. James Investment Company, 4th Quarter 2021
Companies discussed: $IBM $AAPL $FB $AMZN $TSLA
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Wedgewood Partners Focus SMID Cap, 4th Quarter 2021
Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan
Companies discussed: $AAPL $FRC
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Wedgewood Partners Large Cap Focused Growth, 4th Quarter 2021
Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan
Companies discussed: $AAPL $TPL $TSCO
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Alger Mid Cap Focus Fund, 4th Quarter 2021
Letter by Amy Zhang
Companies discussed: $AMD $VCRA $BILL $TASK $BSY
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Alger Spectra Fund, 4th Quarter 2021
Letter by Dan Chung and Dr. Ankur Crawford
Companies discussed: $PYPL $UPST $MQ
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Alger Weatherbie Specialized Growth Fund, 4th Quarter 2021
Letter by H.George Dai, Joshua D. Bennett and Edward M.B. Minn
Companies discussed: $SITE $SBNY $MEG $CHGG $NTRA $EVBG
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Alger Small Cap Focus Fund, 4th Quarter 2021
Letter by Amy Zhang
Companies discussed: $TREX $CPRI $SMAR $EVBG $GENI $HSKA
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Third Avenue International Real Estate Value Fund, 4th Quarter 2021
Letter by Quentin Velleley
Fund returned +6.14%
YTD +18.76%
Companies discussed: $MJS.SG $8923.T $NMEHF $GLVHF
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Ensemble Fund, 4th Quarter 2021
Companies discussed: $BL $COST
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Third Avenue Real Estate Value Fund, 4th Quarter 2021
Letter by Jason Wolf and Ryan Dobratz
Companies discussed: $INV $CTT
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Third Avenue Value Fund, 4th Quarter 2021
Letter by Matthew Fine
Companies discussed: $$081660.KS $GOLF $ANPDY
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Third Avenue Small Cap Value Fund, 4th Quarter 2021
Letter by Vic Cunningham
Companies discussed: $BATRA $MSGE $FRPH $FPH $IVT
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Carillon Eagle Mid Cap Growth Fund, 4th Quarter 2021
Companies discussed: $MRVL $SNPS $GWW $DOCU $PINS $CRWD $CZR $ESTC
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Carillon Eagle Small Cap Growth Fund, 4th Quarter 2021
Letter by Bert Boksen, Eric Mintz and Christopher Sassouni
Top 10 Holdings: $EVRI $KWR $GTLS $LSTR $LPLA $RBA $EGP $SMPL $SUM $HZO
Companies discussed: $CCMP $SLAB $EGP $SUM $ASAN $PENN $SPT
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Smead Value Fund, 4th Quarter 2021
Letter by Bill Smead and Cole Smead
Companies discussed: $LEN $NVR $SPG $DISCK $CMCSA $EBAY $AAPL $MSFT $AMZN $GOOG $FB $TSLA $CLR $DISCA $SPG
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Artisan International Value Fund, 4th Quarter 2021
Letter by N. David Samra, Ian P. McGonigle and Joseph Vari
Companies discussed: $WTW $ASBFY
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Artisan Value Fund, 4th Quarter 2021
Letter byThomas A. Reynolds IV, Daniel L. Kane ans Craig Inman
Companies discussed: $V $DIS
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Artisan Mid Cap Fund, 4th Quarter 2021
Letter by Matthew H. Kamm, James D. Hamel, Craigh A. Cepukenas, Jason L. White and Jay C. Warner
Companies discussed: $AZTA $ON $SPOT
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Weitz Hickory Fund, 4th Quarter 2021
Letter by Wally Weitz and Drew Weitz
returned +6.54%
YTD returned +20.32%
Companies discussed: $LBRDA
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Weitz Partners Value Fund, 4th Quarter 2021
Letter by Wally Weitz and Drew Weitz
TOP CONTRIBUTORS: $VMC $MLM $LKQ $SCHW $GOOG
TOP DETRACTORS: $LILAK $CSGP $LBRDA $LBRDK $LBTYK $GWRE
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Wasatch Micro Cap Value Fund, 4th Quarter 2021
Letter by Brian Bythrow
Companies discussed: $ $RDVT $BWMN $PI $ASPU $LPRO $TCDM
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Wasatch Core Growth Fund, 4th Quarter 2021
Letter by JB Taylor, Paul Lambert and Mike Valentine
Companies discussed: $MORN $TREX $LPRO $OLLI
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Wasatch Micro Cap Fund, 4th Quarter 2021
Letter by Ken Korngiebel
Companies discussed: $TRNS $NPTN $CCXI $MSGM $CSTL $LPRO
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Wasatch Small Cap Value Fund, 4th Quarter 2021
Jim Larkins and Austin Bone
Companies discussed: $NVMI $NSA $SKY $OLLI $HQY $AIMC $KAI $VSH
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Wasatch Ultra Growth Fund, 4th Quarter 2021
Letter by John Malooly
Companies discussed: $ITCI $CCXI $NVMI $FRPT $LPRO $CSTL
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Harding Loevner International Small Companies Equit, 4th Quarter 2021
Companies discussed: $MHSDF $LZRFY $VACNY
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Saturna Capital Amana Funds, 4th Quarter 2021
Letter by Scott Klimo, Monem Salam, Patrick Drum, Elizabeth Alm, Bryce Fegley and Levi Stewart Zurbrugg
Companies discussed: $GOOG $GOOL $AAPL $MSFT $AMZN $TSLA $FB $NVDA $BRK-B $LLY $NVO $JCI $UPS $CLX $BMY $MA $PEP $MSI
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First Eagle Global Value, 4th Quarter 2021
Companies discussed: $AAPL $MSFT $AMZN $TSLA $GOOG $GOOGL
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Davis Financial Fund, 4th Quarter 2021
Letter by Chris Davis and Pierce Crosbie
Companies discussed: $BRK-B
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Davis Global Fund, 4th Quarter 2021
Companies discussed: $BABA $MPNGY $TAL $TCEHY $BIDU $JD
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Davis New York Venture Fund, 4th Quarter 2021
Letter by Chris Davis and Danton Goei
Returned 12.5% in 2021
Companies discussed: $AMZN $GOOG $GOOGL $FB $AXP $BK $BRK-B $COF $JPM $WFC $BABA $JD $INTC $AMAT
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Baron Opportunity Fund, 4th Quarter 2021
Letter by Michael A. Lippert
Companies discussed: $RIVN $MSFT $TSLA $NVDA $GOOG $GOOGL $SNAP $SFIX $PYPL $TRIP $NRDY $MRTX $CTV $FIGS $MRK $OPEN $Z $PINS
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Larry Fink's 2022 Chairman's Letter To Shareholders
Letter by Laurence D. Fink
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Miller/Howard Investments, 4th Quarter 2021
Companies discussed: $MDC $AVGO $EMN $ABBV $MRK $KEY $AMCR $MPLX $ORI $ALL $SBRA $JNJ $SNA $MPLX $PPL $CP $D $ETRN $PDCE $PBA $ARCB $MATX $SIG $MOV $AIT $MED $WWW $MEI $LMAT
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Massif Capital, 4th Quarter 2021
Letter by Will Thomson and Chip Russel
Companies discussed: $LAC $AFMJF $IVPAF $VWDRY $VWSYF $EQX $GSL.PB $GSL
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ClearBridge All Strategies, 4th Quarter 2021
Companies discussed: $ETSY $CRWD $HUBS $DOCU $LYFT $RARE $TXG $AVGO $UNH $WOLF $STX $VRTX $TWTR $CMCSA $BIIB $GH PFE$ UNH $UNP $UPS $GOOG $GOOGL $NVDA $MSFT $TSLA $USB $BAC $PXD $PPG $VMC $LIN $TXN $NXPI $BX $BDX $VZ $KO $AAPL $HD $CMCSA $DIS $ATVI and more
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Gator Capital Management, 4th Quarter 2021
Companies discussed: $PFSI $INBK $KINS $OMF $AXP $NAVI $JSM $FBP $OFG $WAL $CS $LC $LKFN $VCTR $RLGY $AMBC $ACT $GNW
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Shadowridge Value, Year End 2021 Investor Letter
Letter by Brett Dorendorf
Companies discussed: $ABANF $RDFN $KPGHF
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Bonhoeffer Capital Management, 4th Quarter 2021
Letter by Keith D. Smith
Companies discussed: $GTN $SSP $TIAOF $WLLSF $CSP $BFS $NXST $DISCA $CHTR $NFLX $ROKU $BRK.A $BRK.B
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RLT Capital 2021 Year-End Partnership Letter
Companies discussed: $PINS $SDGR $FORD $GM
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Olstein Funds, 2021 Semi-Annual Letter
Letter by Robert A. Olstein and Eric R. Heyman
Companies discussed: $HRL $ACN $AON $KEYS $LOW $DLTR $JLL $DGX $ZBH $AAPL $DISCA $LUV $WRK $KFY $UFPT $NLS $SHYF $WCC $CCRD $WNC $BLBD $BIG $JOUT
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GreenWood Investors, 4th Quarter 2021
Letter by Steven Wood
Companies discussed: $AAPL $GOOG $GOOGL $FB $MSFT $TWTR $TRIP $TI.A $TIAIY $TIAJF $TIAOF $TIIAY $MEIP $PTON $MSTR $LPRO $SFOR $VRT $APPS $NXE $CCJ $LTRPA $VRNOF $CTT
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Legacy Ridge Capital Partners Equity Fund 1, 2021 Annual Letter
Letter by Kristopher P. Kelley
Companies discussed: $VST $EPD $MPLX $SMLP
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Miller Income Strategy, 4th Quarter 2021
Companies discussed: $APTS $CC $APO $SCU $SBRCY $OMF
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Miller Opportunity Equity, 4th Quarter 2021
Companies discussed: $TMHC $MTTR $FANG $SFIX $SPLK $NCLH
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Miller Deep Value, 4th Quarter 2021
Companies discussed: $CHS $ENDP $NBR $GCI $CNDT
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Longleaf Partners Fund, 4th Quarter 2021
Companies discussed: $AMG $LUMN $MGM $CNHI $BIIB $FRFHF $H
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Old West Investment Management, 4th Quarter 2021
Letter by Joseph Boskovich, Sr.
Companies discussed: $GM $WMT $XOM $FORD $GE
5G #uranium #miners
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Hirschmann Capital, 2H 2021
Letter by Brian Hirschmann
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Motiwala Capital, 4th Quarter 2021
Letter by Adib Motiwala
Companies discussed: $BTI $CHTR $HDB $MSFT $NVR
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Silver Ring Value Partners, 4th Quarter 2021
Letter by Gary Mishuris
Companies discussed: $CTHR $QRTEA $DISCK $OI $SFM $PETS $GTXAP $TLT $MAT
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Overseas Asset Management, 4th Quarter 2021
Letter by Desmond Kinch
Companies discussed: $HOOD $CICOY #COSCO #COSCOShippingInternational $AMZN $SEQUX $BAJFINANCE.NS
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Oakmark Select Fund, 4th Quarter 2021
Letter by William C. Nygren, Tony Coniaris and Win Murray
Companies discussed: $CBRE $GOOG $C $CHTR
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Oakmark International Fund, 4th Quarter 2021
Letter by David G. Herro and Michael L. Manelli
Companies discussed: $CNHI $BABA
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Oakmark Global Select Fund, 4th Quarter 2021
Letter by David G. Herro, William C. Nygren, Tony Coniaris and Eric Liu
Companies discussed: $BABA $GOOG $DAI.DU $DTRUY
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Oakmark Global Fund, 4th Quarter 2021
Letter by David G. Herro, Clyde S. McGregor, Tony Coniaris and Jason E. Long
Companies discussed: $TEL $THC $GOOG $GM $HUM $BABA $LBRDK $FLS
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Oakmark Fund, 4th Quarter 2021
Letter by William C. Nygren and Michael A. Nicolas
Companies discussed: $BWA $TTWO $WTW
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Distillate Capital, 4th Quarter 2021
Companies discussed: $IWM $SIG $PBF $CEIX $ARCB $VRT $TUP $GDOT $GME $AMC $AMZN $TSLA $AAPL $MSFT $INTC $FB $ANET $GOOG
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Bernzott Capital Advisors, 4th Quarter 2021
Companies discussed: $WSC $HI $UPLD $CMP $JRVR
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Singular Research, 4th Quarter 2021
Companies discussed: $QNST $ZEUS $RCKY $MMAT $RIOT $GMBL $CXDO $DAKT
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Hoisington Investment Management, 4th Quarter 2021
Companies discussed: $FOMC
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Heartland Value Plus Fund, 4th Quarter 2021
Letter by Bradford A. Evans and Andrew J. Fleming
Companies discussed: $TRS $KN
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Heartland Value Fund, 4th Quarter 2021
Letter by Bill Nasgovitz and Will Nasgovitz
Companies discussed: $CCBG $PRGO $BRY
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Heartland Mid Cap Value Fund, 4th Quarter 2021
Letter by Colin McWey, Will Nasgovitz and Troy McGlone
Companies discussed: $PPG $EHC $DLTR
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L1 International Capital Fund, 4th Quarter 2021
Companies discussed: $LPRO $CRH
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L1 Capital Long Short Fund, 4th Quarter 2021
Companies discussed: $BBBY $CVE $NWSA $TECK $TLSYY $TSRYY
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Euclidean, 4th Quarter 2021
Letter by John Alberg
Companies discussed: $RIVN $IWN
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Broyhill Asset Management, 4th Quarter 2021
Companies discussed: $ABEV $BUD $BUDFF $CAR $DLTR $IN $MCK $MSGE $SARK $TSLA $DOGE-USD $MO $PM $LTMAQ $FISV $EQC $EQC.PD $ARKK
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Upslope Capital Management, 4th Quarter 2021
Companies discussed: $ MKTX $CASY
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Myrmikan Research, 4th Quarter 2021
Letter by Daniel Oliver
Companies discussed: $FOMC
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RiverPark Large Growth, 4th Quarter 2021
Letter by Mitch Rubin
Companies discussed: $PINS $TWTR $RNG $SQ $FTCH $ILMN $SOFI
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Horos Asset Management, 4th Quarter 2021
Letter by Javier Ruiz
Companies discussed: $SUHJY $GLNG $MRPRF $ASASF $KCKSF $GRYRF $TLLGF $NGCRF $METC $HCC $PW $PDGNF $SMIZF $MILC $AJSCF $APEMY $TAICF $GBL $LSYN $VTMTF $SHLLF
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GMO, 4th Quarter 2021
Letter Ben Inker
Companies discussed: $MIT
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Third Point, 4th Quarter 2021
Letter by Daniel S. Loeb
Companies discussed: $RIVN $INTU $ACN $UPST $PUK $PUKPF $PSFE $PSFE.WS $DIS $PCG $INTC
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Desert Lion Capital, 4th Quarter 2021
Letter by Rudi van Niekerk
total net return for 2021 to +9.6%
Companies discussed: $CKHGY $AILTF $SHOLF $NPSNY $SBYSF $KARO $SBGLF $SBSW $CKHGF $NAPRF
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Stewart Asset Management, 4th Quarter 2021
Letter by Thomas M. Valenzuela
Companies discussed: $AMZN $DHR $DIS $GOOG $GOOGL $MA $NVDA
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The Boyar Value Group, 4th Quarter 2021
Letter by Mark A. Boyar
Companies discussed: $CS $HTZ $TSLA $HOOD $JPM $ARKK $FB $GOOG $GOOGL
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The Mercator International Opportunity Fund, 4th Quarter 2021
Letter by Herve van Caloen
Performance +14.27% YTD
Companies discussed: $AMZN$GOOG $GOOGL $MELI $THKLY $IRRHF $IFNNY $STM $ASMIY $MTGOF $ORPEF $WOSGF
$DMPHF $AMGDF $BOSSY $MOPPX $MOOPX
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Rowan Street Capital, 4th Quarter 2021
Letter by Alex Kopel and Joseph M. Maas
Companies discussed: $DOCU $FB $TTD $SPOT $UAA $UA
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Mittleman Brothers, 4th Quarter 2021
Companies discussed: $AIMFF $REV $IGT $AMGRF $GRVWF $SGMS $BYDGF $NFLX $JARLF
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Packer & Co, 4th Quarter 2021
Companies discussed: $HES $XOM $POYYF $OPYGY $MSFT $AAPL $FB $AMZN $GOOG $TSLA $UBER $SPOT $LYFT $PYPL $SNAP $TWTR $ZM $Z $HOOD $SPCE $NKLA $GZPFY $GZPMF $OGZPY $CEOHF $OCRNL $RNFTF $CGNWF $SGTPY $SGTZY $BAYRY $BAYZF
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TGV Rubicon Stockpicker Fund, 4th Quarter 2021
Letter by Lars Ahns and Thorsten Ahns
Companies discussed: $MDCKF $AFGVF $AFGVY $MTAGF $MTGGY $MTTRY $HSWLF $GKSGF $AUUMF $ZLDSF $ZLNDY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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TGV Partners Truffle Sub-Fund, 4th Quarter 2021
Letter by Jan-Hendrik Mahr
Companies discussed: $ASBFF $ASBFY $MDCKF $TLLGF $TCX $ZLPSF $ZOPLY $AAALF $AAALY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Berkshire Hathaway Inc, 4th Quarter 2021
Letter by Warren E. Buffett
Companies discussed: $AAPL $AXP $BAC $BK $CHTR $CVX $KO $GM $ITOCF $ITOCY $MSBHF $MSBHY $MTSUY $MITSF $MITSY $MCO $USB $VZ $OXY $KHC $GD
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Tollymore Investment Partners, 4th Quarter 2021
Letter by Mark Walker
Companies discussed: $WINE $FTCH $NXGPY $RDBBF $TSCDY $NFLX $TRUP
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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O'Keefe Stevens Advisory, 4th Quarter 2021
Letter by Dominick D'Angelo
Top 5 Holdings:
$NVDA $QCOM $IVSXF $WY $AMGN
Companies discussed: $SEAL.PA $SEAL.PB $TK $INTC $CSFFF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Claret Asset Management, 4th Quarter 2021
Letter by Alain Chung
Companies discussed: $TSLA $HOOD $LEV $RIVN $BABA
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Sterling Partners Equity Advisors, 4th Quarter 2021
Letter by Kevin Silverman
Top Contributors: $NSA $MTH $ENVA $NTCT $HMST $LGF
Bottom Contributors: $HAE $GDOT $ATCX $CRSR $LE $DRQ
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Merion Road Capital, 4th Quarter 2021
Letter by Aaron Sallen
Companies discussed: $FERG $ATVI $LEAT $LNSR $RCKY
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Diamond Hill Small Cap Fund, 4th Quarter 2021
Letter by Aaron Monroe, Kristen Sheffield and Chris Welch
Companies discussed: $RHP $ERII $JOUT $RCKY
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Polen Global Growth Commentary, 4th Quarter 2021
Letter by Damon Ficklin and Jeff Mueller
Companies discussed: $ALGN $ADSK $V
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Polen International Growth Commentary, 4th Quarter 2021
Letter by Todd Morris and Daniel Fields
Companies discussed: $ACN $SGPYY $AON $MDT $BABA $ADDYY $EDU $DASTY $MELI
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Polen Capital Focus Growth, 4th Quarter 2021
Letter by Damon Ficklin and Jeff Mueller
Companies discussed: $AMZN $DOCU
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Giverny Capital Asset Management, 4th Quarter 2021
Letter by David M. Poppe
Top 10 holdings: $GOOG $KMX $ANET $SCHW $CNSWF $PGR $CACC $SSNC $HEI $FB2A.BE
Companies discussed: $Z $CME $CIEN $JPM $ERFSF $FRC
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Nordstern Capital, 4th Quarter 2021
Letter by Johannes Arnold
Companies discussed: $IPMLF $STNE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Greenlight Capital, 4th Quarter 2021
Companies discussed: $BHF $TECK $DNMR $GPN $CPRI $GLPG $ODP
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Whitebrook Capital, 4th Quarter 2021
Letter by Basil F. Alsikafi
Companies discussed: $GME $AMC $KAR $RILY $MOS $QRTEA $PBI
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Weitz Value Fund , 4th Quarter 2021
Letter by Brad Hinton
TOP Contributors: $ACN $VMC $SCHW $TMO $AZO
TOP Detractors: $LBDRK $CSGP $FIS $CMCSA $CRM
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Weitz Hickory Fund, 4th Quarter 2021
Letter by Wally Weitz and Drew Weitz
Companies discussed: $LBRDA
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SAGA Partners, 4th Quarter 2021
Letter by Joe Frankenfield
Companies discussed: $RDFN
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Polen U.S. SMID Company Growth, 4th Quarter 2021
Letter by Rob Forker
Companies discussed: $DAVA $GLOB $THULE.ST $2412.T $PAYC $4776.T $RVLV $ASGTF $TEMN.SW
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Polen Capital International Small Company Growth, 4th Quarter 2021
Letter by Rob Forker and Troy Renauld
Companies discussed: $TPW.AX $AMP.MI $HSV.L $SCOTF $MYTE $GB0007689002.SG $MYTE $TMXXF $012510.KS $4431.T $KKKUF $CMPUY $THUPY
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Polen Capital U.S. Small Company Growth, 4th Quarter 2021
Letter by Rayna Lesser Hannaway
Companies discussed: $BIGC $TRUP $DAVA $FOXF $RVLV $OLO $DCT $BIGC $SLP $APPF $WRBY $GSHD $PCTY $ETSY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Polen Capital Emerging Markets Growth, 4th Quarter 2021
Letter by Damian Bird and Dafydd Lewis
Companies discussed: $TME
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Canterbury Tollgate, 4th Quarter 2021
Letter by B. Chase Chandler
"Once upon a time there was a Chinese farmer whose horse ran away. That evening, all of his neighbors came around to commiserate..."
Companies discussed: $EXPE $ABNB $AMZN $DBX $FB $GDDY $NVDA $SHOP $931.F $MRNA $SQSP $RIVN $SNAP $DDOG $COIN $DASH
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Ariel Trust Funds, 4th Quarter 2021
Companies discussed: $AAPL $TSLA $GME $REZI $BYD $MDP $MTN $CLB $APA $GOLD $MOS $MSGE $MSGN $JPM $BOKF $GS $BK $NTRS $LAZ $HNGR $ZBH $JNJ $MSFT
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Goehring & Rozencwajg, 4th Quarter 2021
Letter by Leigh R. Goehring and Adam Rozenewajg
Companies discussed: $CCJ $LNG $GDX $XOP $LUKOY $IEA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Vulcan Value Partners, 4th Quarter 2021
Letter by C.T. Fitzpatrick, McGavock Dunbar, F. Hampton McFadden, Jr. and Stephen W. Simmons
Companies discussed: $GOOG $W $SPLK $ORCL $BA $DISCA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Voss Capital, 4th Quarter 2021
Companies discussed: $AVYA $OLN $ABG $MT
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Rhizome Partners, 4th Quarter 2021
Letter by Chong Tong "Bill" Chen
Companies discussed: $FRP $HHC $INDT $CLPR
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FPA Queens Road Small Cap Value Fund, 4th Quarter 2021
Letter by Steve Scruggs
Companies discussed: $SYNA $SFBS $AEL $FN $CNXC $SWM $SAIC $THS $HMN $EQC
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Tao Value, 4th Quarter 2021
Companies discussed: $RBLX $GOOG $CACC $SE $PDD $1268.HK $AVLR $TEAM $BILI $1773.HK $TAL $BEKE $1579.HK $ADS
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Riverpark/Wedgewood Fund, 4th Quarter 2021
Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan.
Companies discussed: $AAPL $TPL $TSCO
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Alluvial Capital Management, 4th Quarter 2021
Letter by Dave Waters
Companies discussed: $PX $LICT $CRAWA $GTX $UD.MI $TIM.WSE
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Alphyn Capital Management, 4th Quarter 2021
Letter by Samer Hakoura
Companies discussed: $GOOG $EXXRF $FRFHF $IAC $OACB $WANSF $W
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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FMI Large Cap Equity, 4th Quarter 2021
Companies discussed: $DLTR $MAS $UNH $PHG $CMCSA $UL $SNN $BKNG
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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FMI Small Cap Equity, 4th Quarter 2021
Companies discussed: $FCFS $FLS $HLF
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FMI International Equity, 4th Quarter 2021
Companies discussed: $FERG $SONY $SMIN.L $PHG $NCTKY $UL $JMHLY $BAC
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FMI All Cap Equity, 4th Quarter 2021
Companies discussed: $WKHS $GME $AMC $SDC $Z $ZG $PTON $DKNG
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Emeth Value Capital, 4th Quarter 2021
Companies discussed: $BUR
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Mindset Value Cannabis Fund, 4th Quarter 2021
Letter by Aaron Edelheit
Companies discussed: $VRNOF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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NZS Capital, 4th Quarter 2021
Letter by
Since inception, Growth Equity rose 41.60% annualized
and Select rose 44.79% annualized compared to a 17.19% return for the index.
Companies discussed: $GOOG $LRCX $CCI $MCHP $SUI $APH $MSFT $PTON $NEXOF $RDFN $DIS $TMUS $Z $ZEN $TTWO $PYPL $SNAP
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Cooper Investors Global Equity Fund (Hedged), 4th Quarter 2021
Companies discussed: $TFX
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Summers Value Fund, 4th Quarter 2021
Letter by Andrew Summers
Companies discussed: $NOTV $UFPT $UTMD
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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MPE Capital, 4th Quarter 2021
Letter by Michael P. Ershaghi.
Companies discussed: $SQSP $GOOG $ATUS $BRE.MI $POSH $SQSP $WIX
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Madison Dividend Income Fund, 4th Quarter 2021
Letter by John Brown and Drew Justman
Companies discussed: $CVS
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Madison Small Cap Fund, 4th Quarter 2021
Letter by Faraz Farzam and Aaron Garcia
Companies discussed: $HAIN $ENTG $NEWR
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Madison Investors Fund, 4th Quarter 2021
Letter by Matt Hayner and Rich Eisinger
Companies discussed: $LOW $BDX $NVS $FISV $V $BKI $PH
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Madison Mid Cap Fund, 4th Quarter 2021
Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich
Companies discussed: $BKI $MKSI $DLTR
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Blue Tower Asset Management, 4th Quarter 2021
Letter by Andrew Oskoui
Companies discussed: $CNR $CGEO.L $BGEO
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Epoch Investment Partners, 4th Quarter 2021
A conversation with Tom Callahan
Letter by William W. Priest and Kevin Hebner
Companies discussed: $AB $PRU
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FPA Crescent Fund, 4th Quarter 2021
Trailing Twelve-Month Contributors: $GOOG $AIG $AVGO $JEF $GLNCY
and Detractors: $BABA $SPY $SFTBY $NEXOF $NPSNY
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East72 Holdings, 4th Quarter 2021
Letter by Andrew Brown
Companies discussed: $ARKK $YBRHF
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Donville Kent Asset Management, 4th Quarter 2021
Letter by J.P. Donville & Jesse Gamble
Companies discussed: $NGMS $GIVX.TO
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LRT Capital , 4th Quarter 2021
Letter by Lukasz Tomicki
Companies discussed: $WSO
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Praetorian Capital, 4th Quarter 2021
Letter by Harris Kupperman
Companies discussed: $LEE $JOE
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Greenhaven Road Capital, 4th Quarter 2021
Letter by Scott Miller
Companies discussed: $APPS $PAR $KKR $ESTC $TDOC $CLBT
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Bumbershoot Holdings, 4th Quarter 2021
Letter by Jason Ursaner
FY 2021 28.75%
Inception 100.4%
Companies discussed: $IPI $BRK-B $GOOGL $XEC $MU $VKTX $LGND $GOLD $KVHI $CTHR $WTTR $PLAB $PFB $AE $PATI
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Comus Investment, 4th Quarter 2021
Letter by Aaron J. Saunders
Comus Gross Cumulative 151.23%, Comus Net 121.47%
Annualized 16.67%, Comus Net 14.17%
Companies discussed: $RIVN
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Lyrical Asset Management, 4th Quarter 2021
Letter by Andrew Wellington
Absolute net return of ~30%
17% annualized net return since inception
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Davis Opportunity Fund, 4th Quarter 2021
Companies discussed: $WFC $COF $GOOG $AMZN $INTC $AMAT $TXN $CI $VTRS $DGX
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Broyhill Asset Management, 4th Quarter 2021
Letter by Christopher R. Pavese.
Companies discussed: $CAR $DLTR $MCK $ABEV $BUD $MSGE
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Artko Capital, 4th Quarter 2021
Letter by Peter Rabover
Companies discussed: $CURN $RSSS $ACFN $GAIA $HQI $SHYF $NTIC $PBPB
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RGA Investment Advisors, 4th Quarter 2021
Letter by Jason Gilbert and Elliot Turner
Companies discussed: $SFIX $ROKU $PYPL $DBX $TWTR
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Nitor Capital, 4th Quarter 2021
Letter by David J. Spier
Annualized 5-year Return: +19.73%
Annualized Since Inception (2009): +14.82%
Companies discussed: $VST $CF $JOE
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Horizon Kinetics, 4th Quarter 2021
Letter by Jerome Powell
Companies discussed: $REIT $CPI $KO $MSFT $FCX $AAPL $JNJ $PG
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Frontaura Global Frontier Fund, 4th Quarter 2021
Letter by Nick Padget and Tim Raschuk
Companies discussed: $HSBK.IL $KSPI.IL $DPEU.L
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SRK Capital, 4th Quarter 2021
Letter by Sean Kirkwood
Companies discussed: $HROW $TTSH $NNUP $PYCFF $RTMAF
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Fundsmith Equity Fund, 4th Quarter 2021
Letter by Terry Smith
Companies discussed: $MSFT $CADINU-USD $NVO $IDXX $EL $PYPL $ITRK.L $SAGE $BDX $IHG $AMZN $CAGR $OR.VI
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Bireme Capital, 4th Quarter 2021
Companies discussed: $AFRM $TME
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Headwaters Capital, 4th Quarter 2021
Letter by Christopher Godfrey
Companies discussed: $CRNC
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Bronte Capital, 4th Quarter 2021
Companies discussed: $AMC $ARKK
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LUCA Capital Advisors, 4th Quarter, 2021.
Letter by Michael T. Nowacki
Net return since inception 88.2% (2019)
Annualized net return of 32.4%
Companies discussed: $PYPL $MSFT $AMZN $NVDA $ORCL $ADBE $CSCO $QCOM
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Hayden Capital, 4th Quarter 2021
Letter by Fred Liu
Hayden (Net): 4th Quarter, 2021 (15.8%). Annualized 24.6%. Total Return 380.7%.
Companies discussed: $SE
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Long Cast Advisers , 4th Quarter 2021
Letter by Avram Fisher
Companies discussed: $AIMFF $SNES $SOTK
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Richie Capital Group, 4th Quarter 2021
Letter by Khadir Richie
Companies discussed: $PAR $FREE $AVGO $TTD $ABT
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Palm Capital, 4th Quarter 2021
Companies discussed: $CNSWF $CRM
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Andaz Private Investment, 4th Quarter 2021
Letter by Yizhong Chan
Companies discussed: $RKT $XLNX
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Rondure Global Advisors, 4th Quarter 2021
"How did the Federal Reserve Support the U.S. Economy and Financial Markets during Covid?"
Operation: steady hands
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Turtle Creek, 4th Quarter 2021
Quarterly change in Business Value: #TCEF +11% #TCUS (US$) +13% #TCCF +13%
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Arch Capital Fund, 4th Quarter 2021
Companies discussed: $SPOT $SFM $NNI $TTWO $HRBR
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Alta Fox Capital Management, 4th Quarter 2021
Letter by Connor Haley
Average net exposure during the quarter was 76.48%
gross return of 649.50% and a net return of 434.83% since inception in 2018
Companies discussed: $IDT
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SaltLight Capital, 4th Quarter, 2021
Letter by David Eborall
Returned +4.96% during the quarter and 18.69% since inception.
Companies discussed: $CAGR $FB2A.BE $TCEHY $GOOG $931.SG $AMZN
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Baron Opportunity Fund, , 4th Quarter 2021
Letter by Michael A. Lippert.
Companies discussed: $RIVN $MRTX $CTV $FIGS $SHOP
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Greystone Capital Management, 4th Quarter 2021
Letter by Adam Wilk
Companies discussed: $RICK $GOED $ID $HMHC $IDT
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Andvari Associates, 4th Quarter 2021
Letter by Douglas E. Ott, II.
Companies discussed: $MA $V $NOVT
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Maran Capital Management , 4th Quarter 2021
Letter by Dan Roller
Companies discussed: $CSPLF $CDRE
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Tidefall Capital, 4th Quarter 2021
Letter by Trevor Scott.
Companies discussed: $FFXDF
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Evermore Global Value Fund, 4th Quarter 2021
Letter by David E. Marcus
Top Contributors: $CLMT $STOR-B.ST $KKR
Top Detractors: $MTGB $SANT.DE $ICEGR.OL
Companies discussed: $AKBM.OL $ENZ $ACH.OL
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Palm Harbour Capital, 4th Quarter 2021
Companies discussed: $OCINF $GEAHF
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Laughing Water Capital, 4th Quarter 2021
Letter by Matthew Sweeney
What does parenthood and cannabis legalization have to do with each other? A good note from Matthew Sweeney
Companies discussed: $CSPLF $THRY $HMHC $TACT
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Tweedy Browne Fund, 4th Quarter 2021
Letter by Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Sean McDonald Thomas H. Shrager, John D. Spears, Robert Q. Wyckoff, Jr.
Companies discussed: $VRTX $RBSFY $OTLK
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Bill Nygren Market Commentary, 4th Quarter 2021
Letter by William C. Nygren
for Oakmark Funds
Companies discussed: $NFLX $GOOG $GM $FISV
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Palm Valley Capital Fund, 4th Quarter 2021
Letter by Jayme Wiggins and Eric Cinnamond
Companies discussed: $AGI $DRQ $CRD-A $WHGLY
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Steel City Capital, 4th Quarter 2021
Letter by Michael G. Hacke
59% Average Net Long and 8.7% Net Return since 2018
Companies discussed: $GDOT $LSYN $SXC $CVNA $ATEX
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Argosy Investors, 4th Quarter 2021
Companies discussed: $LESL $AGIL $CURV
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Akre Capital Management, 4th Quarter 2021
Letter by John Neff and Chris Cherrone
Top 5 positive contributors: $KKR $MCO $AMT $CSU.TO $DLTR
Top 5 detractors: $TOI.V $CSGP $CRM $V $ADBE
Companies discussed: $MA $CSGP
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Curreen Capital, 4th Quarter 2021
Letter by Christian Ryther
Companies discussed: #Dickies $GETB.L $AOUT $CNDT $ASAI.ST $JXN $IPO $TRUE-B.ST $WIX.L $CDON.ST
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Aikya Fund, 4th Quarter 2021
Companies discussed: #Safaricom #m-Pesa $ESG $SKM $VOD
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Black Bear Value Partners, 4th Quarter 2021
Top 5 Contributos: $AN $GRBK $SRG $BRK-B $BLDR
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Altron Capital Management, 4th Quarter 2021
Companies discussed: $BABA $AZO $GTX $MX $MELI $SOFI $SPOT $9684.T $SKT
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Guardian Capital, 4th Quarter 2021
"Over the past few years, the median valuation of younger #SaaS businesses almost doubled from around 8 times revenues to 15 times"
Companies discussed: $SNOW $DDOG $ROKU $SPOT $GOOG $GOOGL $FB $MSFT $PLTR $AMPL
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Sohra Peak Capital Partners, 4th Quarter 2021
Letter by Jonathan A. Cukierwar
Companies discussed: $GSY.TO $MAD.AX $GS $ARKK
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Vltava Fund, 4th Quarter 2021
Letter by Daniel Gladiš
Companies discussed: $TGP $SBRCY $BMWYY $LH
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Tollymore Investment Partners, 3rd Quarter 2021
Letter by Mark Walker
Companies discussed: $NXGPY $HLFFF $RDBBF
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Nomadic Value Partners, 3rd Quarter 2021
letter by Joshua Collinsworth
Companies discussed: $MLR $UEEC $OSH $BHG $IAC $ACA $UNH
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Farrer Wealth Managed Solution, 3rd Quarter, 2021
Companies discussed: $MSCI $ACWI $ETF $EVO
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Artko Capital, 3rd Quarter, 2021
"In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine"
Companies discussed: $HQI
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Bonsai Partners, 3rd Quarter 2021.
Letter by Andrew Rosenblum
Companies discussed: #Boozt $ILMN $9979.HK #Zappos
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Rhizome Partners, 3rd Quarter, 2021
Letter by Chong Tong "Bill" Chen
Companies discussed: $DD $CTVA $MSFT $NUAN $BERY $CLPR
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FPA Queens Road Small Cap Value Fund, 3rd Quarter 2021.
Letter by Steve Scruggs
Companies discussed: $SJN.F $SFBS $AEL $BAM $HMN $CNXC $MTZ $OMI $SJI $OSK $SWM
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Choice Equities Capital Management, 3rd Quarter 2021.
Letter by Mitchell Scott
Companies discussed: $FARM $INVE $GMS
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Greenwood Investors, 3rd Quarter 2021.
Letter by Steven Wood
"Offense wins games. Defense wins championships"
Companies discussed: $CTT.PT $TWTR EXO.IM $SDRY.LN $PTON
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Turtle Creek, 3rd Quarter 2021.
Companies discussed: $TCEF $TCUS $TCCF
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McIntyre Partnerships, 3rd Quarter 2021.
Letter by Chris McIntyre.
Companies discussed: $GTX/$GTXAP $CC $MSGE $CAAP
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Epoch Investment Partners , 3rd Quarter 2021.
A conversation with David Siino.
China’s ‘Common Prosperity’ Regime: What Does It Mean for Investors?
William W. Priest and Kevin Hebner.
"The motivation for Beijing's crackdown on real estate couldn't be clearer: It represents 70%+ of household assets, and real estaterelated activities account for a staggering 25% of Chinese $GDP."
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VOSS Capital, 3rd Quarter 2021.
YTD 20.4%
Companies discussed: $SWIR
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Long Cast Advisers, 3rd Quarter, 2021.
YTD 43%.
Companies discussed: $SANW $PDEX $CTEK
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L1 Capital International Fund, 3rd Quarter 2021.
Companies discussed: $TXN
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Goehring & Rozencwajg Market Commentary, 3rd Quarter 2021.
"The energy crisis unfolding across Europe, Asia, and South America caught almost everybody by surprise – but not our readers, we hope."
Companies discussed: $WTI $IEA $NGL $GLD
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Ariel Investment Trust Funds, 3rd Quarter 2021.
Companies discussed: $NLSN $MRC $GNTX $MANU $EPL $MSGS $KN $MSGE $MSGN $MDP $JLL $MAS $SRCL $IPG $SCHW $PGR $SRCL $APA $MOS $VIAC $LMT $WU
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Argosy Investors, 3rd Quarter 2021.
17.1% YTD.
Companies discussed: $ESI $TAP $EPAM $DAVA $GDYN $GXO $JD $WFC $DFH $XPO $Go $RRTS
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Miller Howard Investments, 3rd Quarter 2021.
Companies discussed: $TXN $RF $BK $CMI $HIW $MGA $CUZ $KO $OMF $OMF $WBA $LYB
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Hayden Capital, 3rd Quarter 2021. Letter by Fred Liu
Companies discussed: $COIN $ZO.1
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Farrer Wealth Managed Solutions, 3rd Quarter 2021.
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Artko Capital, 3rd Quarter 2021.
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McIntyre Partnerships, 3rd Quarter 2021. Letter by Chris McIntyre
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Nomadic Value Partners, 3rd Quarter 2021. Letter by Joshua Collinsworth
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Palm Capital, 3rd Quarter 2021.
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Horos Asset Management, 3rd Quarter 2021. Letter by Javier Ruiz
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Andaz Private Investments, 3rd Quarter 2021. Letter by Yizhong Chan
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Sohra Peak Capital Partners, 3rd Quarter 2021. Letter by Jonathan A. Cukierwar
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FPA Crescent Fund, 3rd Quarter 2021.
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LRT Capital Management, 3rd Quarter 2021. Letter by Lukasz Tomicki
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First Eagle Investment Management, 3rd Quarter 2021.
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Cedar Creek Partners, 3rd Quarter 2021. Letter by Tim Eriksen
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RGA Investment Advisors, 3rd Quarter 2021. Letter by Jason Gilbert & Elliot Turner
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Mindset Value, 3rd Quarter 2021. Letter by Aaron Edelheit
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Donville Kent Asset Management, 3rd Quarter 2021. Letter by J.P. Donville & Jesse Gamble
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Alluvial Capital Management, 3rd Quarter 2021. Letter by Dave Waters
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1Main Capital, 3rd Quarter 2021. Letter by Yaron Naymark
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RiverPark: Large Growth Fund, 3rd Quarter 2021. Letter by Mitch Rubin
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LRT Capital Management, 3rd Quarter 2021.
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Greenhaven Road Capital, 3rd Quarter 2021. Letter by Scott Miller
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Crescat Capital, 3rd Quarter 2021. Letter by Kevin C. Smith & Tavi Costa
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Maran Capital Management, 3rd Quarter 2021. Letter by Dan Roller
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Steel City Capital, 3rd Quarter 2021. Letter by Michael G. Hacke
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Alta Fox Capital: Opportunities Fund, 3rd Quarter 2021. Letter by Connor Haley
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Tao Value, 3rd Quarter 2021.
Companies discussed: $RBLX $TEAM $SE $CACC $PDD $BILI $TAL $GOOG
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SaltLight Capital, 3rd Quarter 2021. Letter by David Eborall
Companies discussed: $KARO $TCP.JO $CGR.JO $FBR.JO $PPE.JO
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Bireme Capital, 3rd Quarter 2021.
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Greystone Capital Management, 3rd Quarter 2021. Letter by Adam Wilk
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Greenlight Capital, 3rd Quarter 2021.
Companies discussed: $GRBK $BHF $CSP $SONO
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Kinsman Oak, 3rd Quarter 2021. Letter by Alexander Agostino
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Myrmikan Capital, 3rd Quarter 2021. Letter by Daniel Oliver
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White Brook Capital, 3rd Quarter 2021. Letter by Basil F Alsikafi
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Rondure Global Advisors, 3rd Quarter 2021.
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Old West Investment Management, 3rd Quarter 2021. Letter by Joseph Boskovich, Sr.
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Horizon Kinetics, 3rd Quarter 2021.
Companies discussed: $LNG $TPL $PBT $CVX $GBTC $MSB $DRR.AX $BITO $HIVE
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Crescata Capital, 3rd Quarter 2021. Letter by Kevin C. Smith & Tavi Costa
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Arisaig Partners, 3rd Quarter 2021.
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Alphyn Capital Management, 3rd Quarter 2021. Letter by Samer Hakoura
Companies discussed: $PSTH $CSP.L $CRSS $CFX $NPN.JO $PRX.AS $TCEHY
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Akre Capital Management: Focus Fund, 3rd Quarter 2021. Letter by John Neff & Chris Cerrone
Companies discussed: $TOI.V $CSU.TO $CRM $VRSK $DHR $MA $V $ROP $MCO $AMT
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NZS Capital, 3rd Quarter 2021.
Companies mentioned: $BLL $CRM $CDNS $MSFT $ASML $ADYEY $SUI $CMG $LRCX $VIAC $TMUS $CCI $SAIL $PTON
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Ensemble Fund, 3rd Quarter 2021.
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Desert Lion Capital, 3rd Quarter 2021. Letter by Rudi van Niekerk
Companies discussed: $CPI.JO $ART.JO $SDO.JO $MST.JO $KARO $KRO.JO $NPN.JO
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Summers Value Partners, 3rd Quarter 2021. Letter by Andrew Summers
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Merion Road Capital Management, 3rd Quarter 2021. Letter by Aaron Sallen
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Giverny Capital, 3rd Quarter 2021. Letter by David M. Poppe
Companies discussed: $GOOG $ERF.PA $J $IIVI $COHR $WOLF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Miller Investment Partners: Bill Miller Market Letter, 3rd Quarter 2021. Letter by Bill Miller
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Bronte Capital: Amalthea Fund, 3rd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Confluence Investment Management, 3rd Quarter 2021. Letter by Mark A. Keller
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Tidefall Capital, 3rd Quarter 2021. Letter by Trevor Scott
Companies discussed: $FFH.TO
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Boyar Value Group, 3rd Quarter 2021. Letter by Mark A. Boyar & Jonathan I. Boyar
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Distillate Capital, 3rd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Logica Capital, 3rd Quarter 2021. Letter by Wayne Himelsein
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Curreen Capital, 3rd Quarter 2021. Letter by Christian Ryther
Companies discussed: $JXN $MIC $CNDT $GETB.L $WIX.L $CDON $CACC $KOBR $KTB
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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DMZ Partners Investment Management, 1st Half-Year 2021. Letter by Soumil S. Zaveri
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Upslope Capital Management, 3rd Quarter 2021. Letter by George K. Livadas
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Rowan Street Capital, 3rd Quarter 2021. Letter by Alex Kopel & Joe Maas
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Blue Tower Asset Management, 3rd Quarter 2021. Letter by Andrew Oskoui
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Wedgewood Partners, 3rd Quarter 2021. Letter by David A. Rolfe, Michael X. Quigley & Christopher T. Jersan
Companies discussed: $MSI $UNH $GOOGL $PYPL $TSM $FB $TSCO $KEYS
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Worm Capital, 3rd Quarter 2021. Letter by Arne Alsin, Zak Lash, Daniel Crowley, Eric Markowitz, Philip Bland & Emily Bullock
Companies discussed: $TSLA $SPOT $SHOP $ABNB $AMZN
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Aikya Investment Management, 3rd Quarter 2021.
Companies discussed: #Advantech $2395.TW
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Richie Capital Group, 3rd Quarter 2021. Letter by Khadir Richie
Companies discussed: $FICO $FREE $INS $MSCI $VMD
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Vltava Fund, 3rd Quarter 2021. Letter by Daniel Gladiš
Companies discussed: $ANCUF $ATD $BRK $BUR $MKL $SUS.L $JPM $SBRCY $WLTW $WSM
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Palm Valley Capital Management, 3rd Quarter 2021. Letter by Jayme Wiggins & Eric Cinnamond
Companies discussed: $PSLV $OR $WHGLY $THS $TFPM.U $AMRK $COG.MX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Headwaters Capital, 3rd Quarter 2021. Letter by Christopher Godfrey
Companies discussed: $SPSC $FICO $TREE $TRNS
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Lazard Asset Management, 3rd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Massif Capital, 3rd Quarter 2021. Letter by Will Thomson & Chip Russell
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Absolute Return Partners, 3rd Quarter 2021. Letter by Niels C. Jensen, Alison Major Lépine, Mark Moloney & Rishanth Ramanathan
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Black Bear Value Partners, 3rd Quarter 2021. Letter by Adam Schwartz
Companies discussed: $AN $BRK $TPL
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Andvari Associates, 3rd Quarter 2021. Letter by Dougals E. Ott, II
Companies discussed: $CHE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Comus Investment, 3rd Quarter 2021. Letter by Aaron J. Saunders
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Oakmark Funds' Bill Nygren Market Commentary, 3rd Quarter 2021. Letter by William C. Nygren
Top 5 Holdings: $ALLY $COF $GOOG $C $EOG
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Hayden Capital, 2nd Quarter 2021. Letter by Fred Liu
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Choice Equities Capital Management, 2nd Quarter 2021. Letter by Mitchell Scott
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Saga Partners, 2nd Quarter 2021. Letter by Joe Frankenfield
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Bonhoeffer Capital, 2nd Quarter 2021. Letter by Keith D. Smith
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Artko Capital, 2nd Quarter 2021. Letter by Peter Rabover
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Rhizome Partners, 2nd Quarter 2021. Letter by Bill Chen
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Bonsai Partners, 2nd Quarter 2021. Letter by Andrew Rosenblum
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Qualivian Investment Partners, 2nd Quarter 2021. Letter by Aamer Kahn & Cyril Malak
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Palm Capital, 2nd Quarter 2021. Letter by Mahomed Ibrahim
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Goehring & Rozencwajg, 2nd Quarter 2021. Letter by Leigh R. Goehring & Adam A. Rozencwajg
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Nomadic Value Partners, 2nd Quarter 2021. Letter by Joshua Collinsworth
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Pershing Square Holdings, 2nd Quarter 2021. Letter by William A. Ackman
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Vulcan Value Partners, 2nd Quarter 2021. Letter by C. T. Fitzpatrick, McGavock Dunbar, F. Hamptom McFadden & Stephen W. Simmons
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Kinsman Oak, 2nd Quarter 2021. Letter by Alexander Agostino
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Cedar Creek Partners, 2nd Quarter 2021. Letter by Tim Eriksen
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Blue Tower Asset Management, 2nd Quarter 2021. Letter by Andrew Oskoui
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Coho Capital, 2nd Quarter 2021. Letter by Jake Rosser
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
River Oak Capital, 2nd Quarter 2021. Letter by Daniel Glaser
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Spree Capital Advisers, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Evermore Global Value Fund, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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WertArt Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Peterson Investment Fund I, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Ensemble Fund, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Upslope Capital Management, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Curreen Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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RiverPark: Large Growth Fund, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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RiverPark: Long/Short Opportunity Fund, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Nordstern Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Massif Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Crescat Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Andvari Associates, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Nelson Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Merion Road Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Distillate Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Miller/Howard Investments, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Baron Capital: Real Estate Fund, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Baron Capital: Health Care Fund, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Andaz Private Investments, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Alluvial Capital Management, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Boyar Value Group, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Silver Ring Value Partners, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Arisaig Partners, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Third Point Management, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
RGA Investment Advisors, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Tao Value, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Aikya Investment Management, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Horos Asset Management, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Voss Capital, 2nd Quarter 2021.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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Greystone Capital Management, 2nd Quarter 2021. Letter by Adam Wilk
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Myrmikan Capital, 2nd Quarter 2021. Letter by Daniel Oliver
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Long Cast Advisers, 2nd Quarter 2021.
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Rowan Street Capital, 1st Half of 2021.
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FPA Crescent Fund, 2nd Quarter 2021.
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Argosy Investors, 2nd Quarter 2021.
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Horizon Kinetics, 2nd Quarter 2021.
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Emeth Value Capital, 2nd Quarter 2021. Letter by Andrew J. Carreon
Companies discussed: $SON.LS $NOS.LS
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Giverny Capital Asset Management, 2nd Quarter 2021.
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Bronte Capital: Amalthea Fund, 2nd Quarter 2021.
Companies discussed: $DOGE $REGN
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SaltLight Capital, 2nd Quarter 2021. Letter by David Eborall
Companies discussed: $FB $TWTR $BABA $NVDA
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Greenhaven Road Capital, 2nd Quarter 2021. Letter by Scott Miller
Companies discussed: $BNED $SHSP $APPS $PAR $ESTC $KKR $ROKU
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Desert Lion Capital, 2nd Quarter 2021. Letter by Rudi van Niekerk
Companies discussed: $KARO $ART.JO
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Alta Fox Capital, 2nd Quarter 2021. Letter by Connor Haley
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Akre Capital Management: Focus Fund, 2nd Quarter 2021. Letter by John Neff & Chris Cerrone
Top 10 Holdings: $MCO $MA $AMT $V $CSU.TO $KMX $KKR $ADBE $CSGP $ROP
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Summer Value Partners, 2nd Quarter 2021. Letter by Andrew Summers
Companies discussed: $NOTV $UTMD $GUD.TO
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Arquitos Capital Management, 2nd Quarter 2021. Letter by Steven L. Kiel
Companies discussed: $NTP $MMAC
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Starvine Capital, 2nd Quarter 2021. Letter by Steven Ko
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Miller Value Partners: Income Strategy, 2nd Quarter 2021. Letter by Bill Miller
Companies discussed: $VALE $CHS $APO $CC $HMPT $ENDP $MSTR
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Donville Kent Asset Management: ROE Reporter, 2nd Quarter 2021. Report by J. P. Donville & Jesse Gamble
Companies discussed: $PLUR $NOW
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Laughing Water Capital, 2nd Quarter 2021.
Companies discussed: $AIM.TO $CDMO $HMHC $PAR $TACT $THRY
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1 Main Capital, 2nd Quarter 2021. Letter by Yaron Naymark
Companies discussed: $MHH $ATIP $LMB $GOOG $KKR $MHH $WINE.LN $RICK
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Greenlight Capital, 2nd Quarter 2021.
Companies discussed: $GRBK $AAWW $TECK $CC $BZU $CEIX $GPOR $GPK
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Cooper Investors: Global Equities Fund (Hedged), 2nd Quarter 2021.
Companies discussed: $SONY $ATVI $FRRVY $BAM $VTWR.DE $DHR
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White Brook Capital, 2nd Quarter 2021. Letter by Basil F. Alsikafi
Companies discussed: $BOX $RILY $MHK $GT $VMEO $PSPC.U
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Steel City Capital, 2nd Quarter 2021. Letter by Michael G. Hacke
Companies discussed: $ATEX $LSYN $NWSA $SIGA $TRUP
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MPE Capital, 2nd Quarter 2021. Letter by Michael P. Ershaghi
Companies discussed: $GOOG $BKNG $BRE.MI $WIX
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Alphyn Capital Management, 2nd Quarter 2021. Letter by Samer Hakoura
Companies discussed: $CRSS $VMEO $GDX $TREB
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Richie Capital Group, 2nd Quarter 2021. Letter by Khadir Richie
Companies discussed: $INS $MKTX $VMD $TTD $MSCI $ADBE
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Long River Investments, 2nd Quarter 2021. Letter by Graham F. Rhodes.
Companies discussed: $BABA $GOOG $HKTVY $MA $NTDOY $AMZN $FB $HDB $TCEHY $TCS.IL $GDS
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First Eagle Investment Management: Global Fund, 2nd Quarter 2021.
Companies discussed: $ORCL $CFR.SW $XOM $FB $SOMLY $KMTUY $MITEY $BKNG $BBL.BK
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Fiduciary Management: Small Cap Equity, 2nd Quarter 2021.
Companies discussed: $AVY $HLI $FCFS $CDK $TRN $AIT
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Old West Investment Management, 2nd Quarter 2021. Letter by Joseph Boskovich, Sr.
Companies discussed: $RFL $U.TO
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Maran Capital Management, 2nd Quarter 2021. Letter by Dan Roller.
Companies discussed: $CLAR $CTT $CRSS $PCYO $SLGD $AOUT $TPB $FREE
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Wedgewood Partners, 2nd Quarter 2021. Letter by David A. Rolfe, Michael X. Quigley, Cristopher T. Jersan.
Companies discussed: $TSM $CDW $CPRT $GOOG $EW $FB $PYPL $MSI $ALC $BKNG $PGR $SBUX $ODF $ALC
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GreenWood Investors, 2nd Quarter 2021. Letter by Steven Wood.
Companies discussed: $CTT $SEPGY $VRT $LTRPA $PTON $SCPPF
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Miller Value Partners, 2nd Quarter 2021. Letter by Bill Miller.
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JDP Capital Management, 2nd Quarter 2021. Letter by Jeremy Deal
Companies discussed: $SPOT $ROKU $DRTT $DRT.TO $BLDR $INDV.L $STNE
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NZS Capital, 2nd Quarter 2021.
Companies discussed: $NVDA $NET $CRM $TMUS $MSFT $SHOP $CSTM
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Black Bear Value Partners, 2nd Quarter 2021. Letter by Adam Schwartz.
Companies discussed: $AN $BRK $NVR $NTDOY $TPL
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Headwaters Capital, 2nd Quarter 2021. Letter by Christopher Godfrey.
Companies discussed: $BSY $INSP $MASI $ABCM
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Worm Capital, 2nd Quarter 2021. Letter by Arne Alsin, Zak Lash, Daniel Crowley, Eric Markowitz, Philip Bland & Emily Bullock.
Companies discussed: $TSLA $SPOT $SHOP $ABNB $AMZN $NFLX $TME
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T11 Capital Management, 2nd Quarter 2021. Letter by Ali Meshkati.
Companies discussed: $DASH $OPEN $Z $GRWG $TSLA $WISH $USD $TLRY $NET $SNOW $COIN $RBLX
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SVN Capital, 2nd Quarter 2021. Letter by Shreekkanth ("Shree") Viswanathan.
Companies discussed: $EVO.ST $SHVA.TA $DIA.MI $HEI $KKR $NWL $LVC.WA $VRSN $IHG
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East 72 Holdings, 2nd Quarter 2021. Letter by Andrew Brown.
Companies discussed: $NAM.AX $SZL.AX $APT.AX $ARKK $TRUP $APX.AX $MAC $SPOT
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Oakmark Funds' Bill Nygren Market Commentary, 2nd Quarter 2021. Letter by William C. Nygren.
Top 5 Holdings: $GOOG $FB $COF $ALLY $EOG $BAC
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Comus Investment, 2nd Quarter 2021. Letter by Aaron J. Saunders.
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Guardian Fund, 2nd Quarter 2021. Letter by Georg Krijgh.
Companies discussed: $SHOP $ROKU $SE $RBLX $PLTR $SPOT
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Guardian Fund, 2nd Quarter 2021. Letter by Daniel Andreas Aen.
Companies discussed: $WINE $GIGSEK $KAMBI.ST $PROT.OL
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Vltava Fund, 2nd Quarter 2021. Letter by Daniel Gladiš.
Companies discussed: $NVR $CVS $TGP
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Absolute Return Partners, 2nd Quarter 2021. Letter by Niels C. Jensen
Discussing #govcoin #cbdc
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Palm Valley Capital Fund, 2nd Quarter 2021. Letter by Jayme Wiggins and Eric Cinnamond.
Companies discussed: $PSLV $PHYS $CRD-A $CRD-B $COG $DOX $OR $NGS $SSRM $VWTR
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Heller House, 1st Quarter 2021. Letter by Marcelo P. Lima.
Companies discussed: $WIX $SQR $ROKU $TWLO $BTC
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Social Capital, Annual Letter 2020. Letter by Chamath Palihapitiya.
Companies discussed: Relativity Space, Netskope, Groq, Syapse, MeMed
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Artko Capital, 1st Quarter 2021. Letter by Peter Rabover.
Companies discussed: $HQI
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Bonsai Partners, 1st Quarter 2021. Letter by Andrew Rosenblum.
Companies discussed: $RDBBF $MU $TSYHY $PHPYF $LKQ $TSM $ILMN
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Hayden Capital, 1st Quarter 2021. Letter by Fred Liu.
Companies discussed: $AMZN
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Blue Hawk Investment, 1st Quarter 2021. Letter by Jake DuBois.
Companies discussed: $FND $MTCH $SQ $LYFT $PINS $ABNB $SPLK $HTR $PYPL $INTU
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Palm Harbour Capital, 1st Quarter 2021. Letter by Peter Smith and Thomas Livesey.
Companies discussed: $GYS $RHIM $OCI
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Bonhoeffer Capital, 1st Quarter 2021. Letter by Keith D. Smith.
Companies discussed: $TI $WWI $BZU
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Choice Equities Capital Management, 1st Quarter 2021. Letter by Mitchell Scott.
Companies discussed: $BNED $FARM $HOME
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Goehring & Rozencwajg, 1st Quarter 2021. Letter by Leigh R. Goehring and Adam A. Rozencwajg.
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SaltLight Capital, 4th Quarter 2020. Letter by David Eborall.
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SaltLight Capital, 1st Quarter 2021. Letter by David Eborall.
Companies discussed: $NVDA
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Horizon Kinetics, 1st Quarter 2021. Letter by the Horizon Kinetics Team.
Companies discussed: $TPL
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Long Cast Advisers, 1st Quarter 2021. Letter by Avram "Avi" Fisher.
Companies discussed: $SIFY $QRHC $CCRN $INS $PESI $DAIO $SANW
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allcapbros, 1st Quarter 2021. Letter by the Two Brothers of allcapbros.
Companies discussed: $DFIN $FC $AOUT
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
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Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Third Point, 1st Quarter 2021. Letter by Daniel S. Loeb.
Companies discussed: $FTCV $UPST $GRAB $CSGP
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Mindset Value, 1st Quarter 2021. Letter by Aaron Edelheit.
Companies discussed: $ARA $BOLSAA $FDJ $HQI $BRND $MRCQF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
White Brook Capital, 1st Quarter 2021. Letter by Basil F. Alsikafi.
Companies discussed: $YEXT $DISCA $DISCK $MOS $BOX $ALK $FSLR $ITRI $CNDT $BRMK $CCOI $POST $PBI
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Boyar Value Group, 1st Quarter 2021. Letter by Mark A. Boyar and Jonathan I. Boyar.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Greenhaven Road Capital, 1st Quarter 2021. Letter by Scott Miller.
Companies discussed: $KKR $PAR $ESTC $RICK $APPS
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Alluvial Capital Management, 1st Quarter 2021. Letter by Dave Waters.
Companies discussed: $PIOE $CRAWA $LGNC $WHLR $MMAC
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Tao Value, 1st Quarter 2021. Letter by Tao Value.
Companies discussed: $TAL $FUTU
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Steel City Capital Investments, 1st Quarter 2021. Letter by Michael G. Hacke.
Companies discussed: $ATEX $LSYN $TRUP $WDFC $NWSA $SIGA $CVNA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Maran Partners Fund, 1st Quarter 2021. Letter by Dan Roller.
Companies discussed: $CLAR $TPB $AOUT $FREE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Alta Fox Capital Opportunities Fund, 1st Quarter 2021. Letter by Connor Haley.
Companies discussed: $CLCT, $VQS ( $VQS.TO, $VQSLF), $PBL ( $PBL.TO ), $NLAB, $ENT.L.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLiton Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
River Oak Capital, 4th Quarter 2020 (incl. Update). Letter by Daniel Glaser.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community.
Follow @sebidscap and @CapitalLit on Twitter and become part our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.