Capital Literature
564 episodes - English - Latest episode: almost 2 years ago -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.
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Episodes
Maran Partners Fund 1Q22
April 29, 2022 15:53 - 10 minutes - 9.97 MBMaran 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 @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 right...
Artisan International Value Fund 1Q22
April 27, 2022 11:56 - 20 minutes - 18.6 MBArtisan 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 @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied up...
Artisan Mid Cap Fund 1Q22
April 27, 2022 11:54 - 26 minutes - 24.7 MBArtisan 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 @CapitalLit on Twitte...
Crescat Capital Monthly Research Letter
April 27, 2022 11:30 - 24 minutes - 23 MBCrescat 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 @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.
Longleaf Partners Small-Cap Fund 1Q22
April 27, 2022 11:28 - 6 minutes - 5.82 MBLongleaf 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 @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 belo...
Longleaf Partners International Fund 1Q22
April 27, 2022 11:24 - 9 minutes - 8.36 MBLongleaf 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 @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...
Longleaf Partners Fund 1Q22
April 27, 2022 11:21 - 7 minutes - 6.66 MBLongleaf 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 @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 respect...
Longleaf Partners Global Fund 1Q22
April 27, 2022 11:19 - 9 minutes - 8.82 MBLongleaf 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 @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 d...
Bireme Capital 1Q22
April 26, 2022 10:04 - 17 minutes - 16.3 MBBireme 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 @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.
Giverny Capital Asset Management 1Q22
April 24, 2022 18:59 - 25 minutes - 23.7 MBGiverny 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 @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 de...
RiverPark Large Growth Fund 1Q22
April 24, 2022 18:55 - 23 minutes - 22.2 MBRiverPark 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 @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 bel...
Alphyn Capital Management 1Q22
April 24, 2022 18:50 - 16 minutes - 15.3 MBAlphyn 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 @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 d...
Bernzott Capital Advisors 1Q22
April 24, 2022 18:42 - 10 minutes - 9.63 MBBernzott 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 @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 ...
Bronte Capital 1Q22
April 24, 2022 18:38 - 19 minutes - 17.7 MBBronte 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 @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.
Wasatch Micro Cap Fund 1Q22
April 24, 2022 18:31 - 9 minutes - 8.73 MBWasatch 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 @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....
Wasatch Core Growth Fund 1Q22
April 24, 2022 18:28 - 15 minutes - 14.2 MBWasatch 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 @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...
Arch Capital Fund 1Q22
April 24, 2022 18:20 - 10 minutes - 9.28 MBArch 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 @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes ...
Curreen Capital 1Q22
April 24, 2022 18:15 - 4 minutes - 4.32 MBCurreen 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 @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 ...
NZS Capital 1Q22
April 24, 2022 18:06 - 8 minutes - 7.85 MBNZS 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 @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 ri...
Hoisington Investment Management 1Q22
April 24, 2022 18:01 - 17 minutes - 15.8 MBHoisington 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 @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.
O'Keefe Stevens 1Q22
April 24, 2022 17:55 - 10 minutes - 9.39 MBO'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 @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 investmen...
Ensemble Fund 1Q22
April 24, 2022 17:49 - 33 minutes - 30.6 MBEnsemble 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 @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 t...
Greenlight Capital 1Q22
April 24, 2022 17:45 - 17 minutes - 16.1 MBGreenlight 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 @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...
Nelson Capital 1Q22
April 24, 2022 17:42 - 4 minutes - 3.75 MBNelson 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 @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...
Pzena Investment Management 1Q22
April 21, 2022 21:05 - 7 minutes - 7.07 MBPzena 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 @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should no...
LRT Capital 1Q22
April 21, 2022 21:01 - 46 minutes - 42.8 MBLRT 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 @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 basi...
L1 Capital International Fund 1Q22
April 21, 2022 20:56 - 30 minutes - 28.6 MBL1 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 @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 ...
L1 Capital Long Short Fund 1Q22
April 21, 2022 20:44 - 27 minutes - 25.5 MBL1 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 @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 belon...
Diamond Hill Small Cap Fund 1Q22
April 21, 2022 20:30 - 12 minutes - 11.8 MBDiamond 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 @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...
Old West Investment Management 1Q22
April 20, 2022 13:38 - 8 minutes - 7.62 MBOld 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 @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....
Upslope Capital Management 1Q22
April 20, 2022 13:33 - 18 minutes - 17 MBUpslope 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 @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes o...
Akre Focus Fund 1Q22
April 20, 2022 13:23 - 5 minutes - 4.91 MBAkre 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 @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. A...
Headwaters Capital 1Q22
April 20, 2022 13:02 - 21 minutes - 19.9 MBHeadwaters 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 @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 re...
White Brook Capital
April 20, 2022 12:53 - 10 minutes - 9.46 MBWhite 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 @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 decis...
Rowan Street Capital 1Q22
April 20, 2022 12:39 - 11 minutes - 10.4 MBRowan 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 @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 decis...
Laughing Water Capital 1Q22
April 20, 2022 08:52 - 21 minutes - 20 MBLaughing Water Capital, 1st Quarter 2022 Letter by Matthew Sweeney Companies discussed: $AIM.TO $CSP.L $MSOS $TACT $THRY $CSPLF $HMHC The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investme...
Smead Value Fund 1Q22
April 17, 2022 17:46 - 7 minutes - 6.52 MBSmead Value Fund, 1st Quarter 2022 Letter by Bill Smead and Cole Smead Companies discussed:$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 @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. ...
Madison Mid Cap Fund 1Q22
April 17, 2022 17:44 - 8 minutes - 7.68 MBMadison 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 @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 ...
Madison Investors Fund 1Q22
April 17, 2022 17:42 - 9 minutes - 9.15 MBMadison 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 @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational a...
Madison Dividend Income Fund 1Q22
April 17, 2022 17:39 - 7 minutes - 6.77 MBMadison 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 @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 basi...
Blue Tower Asset Management 1Q22
April 17, 2022 16:47 - 19 minutes - 17.8 MBBlue 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 @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 righ...
Distillate Capital 1Q22
April 17, 2022 16:31 - 23 minutes - 21.4 MBDistillate 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 @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...
Miller/Howard Investments 1Q22
April 17, 2022 16:12 - 14 minutes - 13.7 MBMiller/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 @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.
Wedgewood Partners Large Cap Focused Growth 1Q22
April 17, 2022 15:32 - 30 minutes - 28 MBWedgewood 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 @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied...
Fiduciary Management All Cap Equity 1Q22
April 17, 2022 15:29 - 21 minutes - 20.2 MBFiduciary 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. 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 o...
Fiduciary Management Small Cap Equity 1Q22
April 17, 2022 15:26 - 19 minutes - 17.9 MBFiduciary 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 @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 be...
Fiduciary Management Large Cap Equity 1Q22
April 17, 2022 15:24 - 21 minutes - 19.4 MBFiduciary 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 @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 b...
Fiduciary Management International Equity 1Q22
April 17, 2022 15:18 - 24 minutes - 22.5 MBFiduciary 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 @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for...
Cooper Investors Global Equity Fund (Hedged) 1Q22
April 17, 2022 15:01 - 18 minutes - 17.5 MBCooper 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 @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 ...
Leaven Partners 1Q22
April 17, 2022 12:54 - 9 minutes - 8.71 MBLeaven 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 @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.