Capital Literature
564 episodes - English - Latest episode: about 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Claret Asset Management 4Q21
March 10, 2022 09:52 - 11 minutes - 10.6 MBClaret Asset Management, 4th Quarter 2021 Letter by Alain Chung Companies discussed: $TSLA $HOOD $LEV $RIVN $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. All rig...
Sterling Partners Equity Advisors 4Q21
March 10, 2022 09:30 - 16 minutes - 15 MBSterling 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. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and s...
Tollymore Investment Partners 4Q21 (Part 6)
March 10, 2022 08:18 - 1 hour - 72.8 MBTollymore Investment Partners, 4th Quarter 2021 (Part 6) Letter by Mark Walker Companies discussed: $VCS $UHAL $NFLX $NXT.L $HFG.DE $RBL.AX $POD $ETSY $AMZN $SHOP $FTCH $FVRR $MPR $GOOG $WINE.LN #LABEL #Threadless September 2021: shrinking supply chains December 2021: shrinking supply chains part II 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 T...
Tollymore Investment Partners 4Q21 (Part 5.2 INTERVIEW)
March 10, 2022 08:16 - 49 minutes - 45.6 MBTollymore Investment Partners, 4th Quarter 2021 (Part 5.2: Interview with Good Investing TV in September 2020) Letter by Mark Walker Companies discussed: $ASPU $FC $GYYMF $SE $FCA $TRUP $TRIP $1GU.F $FTCH 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 educatio...
Tollymore Investment Partners 4Q21 (Part 5)
March 10, 2022 08:13 - 59 minutes - 54.8 MBTollymore Investment Partners, 4th Quarter 2021 (Part 5) Letter by Mark Walker Companies discussed: $FTCH $NXGPY $HMSB $ASOMY $NEXT $TED.L $OAS $JOUL.L $GYYMF $ASPU #zara #LABEL #ScionLiving December 2020: operating systems March 2021: collecting red flags June 2021: Tollymore - the next chapter 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 Twitt...
Tollymore Investment Partners 4Q21 (Part4.2 Q&A)
March 10, 2022 08:07 - 47 minutes - 44.4 MBTollymore Investment Partners, 4th Quarter 2021 (Part4.2 Q&A) Letter by Mark Walker Companies discussed: $ASPU $FC $GYYMF $SE $FCA $TRUP $TRIP $1GU.F $FTCH Appendix: Tollymore presentation and Q&A at London Business School 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 inf...
Tollymore Investment Partners 4Q21 (Part 4)
March 10, 2022 08:04 - 1 hour - 64.3 MBTollymore Investment Partners, 4th Quarter 2021 (Part 4) Letter by Mark Walker Companies discussed: $ASPU $FC $GYYMF $SE $FCA $TRUP $TRIP $1GU.F $FTCH March 2020: Tollymore’s process in a crisis June 2020: four unpopular opinions September 2020: profiting from change without predicting it 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 b...
Tollymore Investment Partners 4Q21 (Part 3)
March 10, 2022 08:01 - 1 hour - 62.5 MBTollymore Investment Partners, 4th Quarter 2021 (Part 3) Letter by Mark Walker Companies discussed: $UBER $GRUB $TRIP $WSFG $CAC June 2019: the rise of the platform and implications for owners September 2019: incentives, wealth, and happiness December 2019: three decisions 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 ou...
Tollymore Investment Partners 4Q21 (Part 2)
March 10, 2022 07:44 - 1 hour - 67.6 MBTollymore Investment Partners, 4th Quarter 2021 (Part 2) Letter by Mark Walker Companies discussed: $GYYMF $TRUP $TRIP #Shopee #Garena #Viator December 2018: symbiosis March 2019: The six deadly sins of institutional money management 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 i...
Tollymore Investment Partners 4Q21 (Part 1)
March 10, 2022 07:30 - 50 minutes - 46.9 MBTollymore Investment Partners, 4th Quarter 2021 (Part 1) Letter by Mark Walker Companies discussed: $GYYMF $TRIP Tollymore investment results June 2017: an introduction December 2017: execution > philosophy June 2018: an error of judgment. 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 po...
Merion Road Capital 4Q21
March 06, 2022 18:17 - 8 minutes - 7.7 MBMerion Road Capital, 4th Quarter 2021 Letter by Aaron Sallen Companies discussed: $FERG $ATVI $LEAT $LNSR $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 for investment decisions. All right...
Diamond Hill Small Cap Fund 4Q21
March 06, 2022 18:13 - 13 minutes - 12.6 MBDiamond Hill Small Cap Fund, 4th Quarter 2021 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...
Polen Global Growth Commentary 4Q21
March 06, 2022 18:08 - 22 minutes - 20.8 MBPolen Global Growth Commentary, 4th Quarter 2021 Letter by Damon Ficklin and Jeff Mueller Companies discussed: $ALGN $ADSK $V 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 decisi...
Polen International Growth Commentary 4Q21
March 06, 2022 18:04 - 14 minutes - 13.2 MBPolen International Growth Commentary, 4th Quarter 2021 Letter by Todd Morris and Daniel Fields Companies discussed: $ACN $SGPYY $AON $MDT $BABA $ADDYY $EDU $DASTY $MELI 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...
Polen Capital Focus Growth 4Q21
March 06, 2022 17:57 - 15 minutes - 14.7 MBPolen Capital Focus Growth, 4th Quarter 2021 Letter by Damon Ficklin and Jeff Mueller Companies discussed: $AMZN $DOCU 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. Al...
Giverny Capital Asset Management 4Q21
March 06, 2022 17:34 - 38 minutes - 35.8 MBGiverny 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 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 educati...
Nordstern Capital 4Q21
March 06, 2022 17:06 - 11 minutes - 10.8 MBNordstern 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. 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 ...
Greenlight Capital 4Q21
March 06, 2022 16:46 - 18 minutes - 17.2 MBGreenlight Capital, 4th Quarter 2021 Companies discussed: $BHF $TECK $DNMR $GPN $CPRI $GLPG $ODP 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 ...
Whitebrook Capital 4Q21
March 06, 2022 15:53 - 10 minutes - 9.9 MBWhitebrook Capital, 4th Quarter 2021 Letter by Basil F. Alsikafi Companies discussed: $GME $AMC $KAR $RILY $MOS $QRTEA $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 @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 decision...
Weitz Value Fund 4Q21
March 04, 2022 23:52 - 13 minutes - 12.3 MBWeitz Value Fund , 4th Quarter 2021 Letter by Brad Hinton TOP Contributors: $ACN $VMC $SCHW $TMO $AZO TOP Detractors: $LBDRK $CSGP $FIS $CMCSA $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 @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...
Weitz Hickory Fund 4Q21
March 04, 2022 23:47 - 12 minutes - 11.4 MBWeitz Hickory Fund, 4th Quarter 2021 Letter by Wally Weitz and Drew Weitz Companies discussed: $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 ...
SAGA Partners 4Q21
March 04, 2022 23:41 - 36 minutes - 33.5 MBSAGA Partners, 4th Quarter 2021 Letter by Joe Frankenfield Companies discussed: $RDFN 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...
Polen U.S. SMID Company Growth 4Q21
March 04, 2022 23:15 - 9 minutes - 9.19 MBPolen 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. 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 a...
Polen Capital International Small Company Growth 4Q21
March 04, 2022 23:12 - 13 minutes - 12.4 MBPolen 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 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 ...
Polen Capital U.S. Small Company Growth 4Q21
March 04, 2022 22:56 - 13 minutes - 12.3 MBPolen 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. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes o...
Polen Capital Emerging Markets Growth 4Q21
March 04, 2022 22:47 - 14 minutes - 13.5 MBPolen 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. 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. ...
Canterbury Tollgate 4Q21
March 04, 2022 22:31 - 16 minutes - 15.3 MBCanterbury 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 The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @Capit...
Ariel Trust Funds 4Q21
March 04, 2022 15:55 - 45 minutes - 42.4 MBAriel 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. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and shoul...
Goehring & Rozencwajg 4Q21.
March 04, 2022 14:25 - 1 hour - 91.3 MBGoehring & 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. 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 in...
Goehring & Rozencwajg 4Q21
March 04, 2022 14:25 - 1 hour - 91.3 MBGoehring & 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. 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 in...
Vulcan Value Partners 4Q21
March 04, 2022 11:24 - 50 minutes - 46.7 MBVulcan 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. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only a...
Voss Capital 4Q21
March 03, 2022 21:20 - 18 minutes - 16.7 MBVoss Capital, 4th Quarter 2021 Companies discussed: $AVYA $OLN $ABG $MT 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.
Rhizome Partners 4Q21
March 03, 2022 21:15 - 35 minutes - 32.7 MBRhizome Partners, 4th Quarter 2021 Letter by Chong Tong "Bill" Chen Companies discussed: $FRP $HHC $INDT $CLPR 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...
FPA Queens Road Small Cap Value Fund 4Q21
March 03, 2022 16:16 - 13 minutes - 12.8 MBFPA 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. 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 ...
Tao Value 4Q21
March 01, 2022 14:06 - 9 minutes - 8.37 MBTao 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. 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 investm...
Riverpark/Wedgewood Fund 4Q21
March 01, 2022 13:43 - 55 minutes - 51.7 MBRiverpark/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. 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 ...
Alluvial Capital Management 4Q21
February 25, 2022 17:32 - 16 minutes - 15.2 MBAlluvial Capital Management, 4th Quarter 2021 Letter by Dave Waters Companies discussed: $PX $LICT $CRAWA $GTX $UD.MI $TIM.WSE 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...
Alphyn Capital Management 4Q21
February 25, 2022 17:27 - 28 minutes - 26 MBAlphyn 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. 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...
FMI Large Cap Equity 4Q21
February 25, 2022 16:18 - 15 minutes - 14.4 MBFMI 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. 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...
FMI Small Cap Equity 4Q21
February 25, 2022 15:44 - 14 minutes - 13.8 MBFMI Small Cap Equity, 4th Quarter 2021 Companies discussed: $FCFS $FLS $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.
FMI International Equity 4Q21
February 25, 2022 14:52 - 15 minutes - 13.9 MBFMI International Equity, 4th Quarter 2021 Companies discussed: $FERG $SONY $SMIN.L $PHG $NCTKY $UL $JMHLY $BAC 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...
FMI All Cap Equity 4Q21
February 25, 2022 13:47 - 15 minutes - 14 MBFMI All Cap Equity, 4th Quarter 2021 Companies discussed: $WKHS $GME $AMC $SDC $Z $ZG $PTON $DKNG 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...
Emeth Value Capital 4Q21
February 24, 2022 16:14 - 41 minutes - 38.7 MBEmeth Value Capital, 4th Quarter 2021 Companies discussed: $BUR 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.
Mindset Value Cannabis Fund 4Q21
February 24, 2022 16:11 - 4 minutes - 4.15 MBMindset 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. 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 t...
NZS Capital 4Q21
February 24, 2022 15:48 - 8 minutes - 7.84 MBNZS 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 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 beco...
Cooper Investors Global Equity Fund (Hedged) 4Q21
February 24, 2022 15:36 - 19 minutes - 17.9 MBCooper Investors Global Equity Fund (Hedged), 4th Quarter 2021 Companies discussed: $TFX 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 respecti...
Summers Value Fund 4Q21
February 24, 2022 15:27 - 9 minutes - 8.64 MBSummers 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. 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...
MPE Capital 4Q21
February 24, 2022 15:23 - 16 minutes - 15.3 MBMPE Capital, 4th Quarter 2021 Letter by Michael P. Ershaghi. Companies discussed: $SQSP $GOOG $ATUS $BRE.MI $POSH $SQSP $WIX 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 decisio...
Madison Dividend Income Fund 4Q21
February 24, 2022 15:05 - 6 minutes - 5.69 MBMadison Dividend Income Fund, 4th Quarter 2021 Letter by John Brown and Drew Justman Companies discussed: $CVS 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...
Madison Small Cap Fund 4Q21
February 24, 2022 15:02 - 19 minutes - 18.3 MBMadison Small Cap Fund, 4th Quarter 2021 Letter by Faraz Farzam and Aaron Garcia Companies discussed: $HAIN $ENTG $NEWR 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...