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.
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Episodes
Curreen Capital 4Q21
February 11, 2022 01:09 - 14 minutes - 13.6 MBCurreen 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 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...
Aikya Fund 4Q21
February 11, 2022 00:43 - 16 minutes - 15.6 MBAikya Fund, 4th Quarter 2021 Companies discussed: #Safaricom #m-Pesa $ESG $SKM $VOD 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 ow...
Black Bear Value Partners 4Q21.
February 11, 2022 00:25 - 13 minutes - 12.9 MBBlack Bear Value Partners, 4th Quarter 2021 Top 5 Contributos: $AN $GRBK $SRG $BRK-B $BLDR 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 respe...
Altron Capital Management 4Q21
February 11, 2022 00:04 - 13 minutes - 12.5 MBAltron Capital Management, 4th Quarter 2021 Companies discussed: $BABA $AZO $GTX $MX $MELI $SOFI $SPOT $9684.T $SKT 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 r...
Guardian Capital 4Q21
February 10, 2022 23:42 - 37 minutes - 35 MBGuardian 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 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 ...
Sohra Peak Capital Partners 4Q21
February 10, 2022 23:11 - 16 minutes - 15.7 MBSohra Peak Capital Partners, 4th Quarter 2021 Letter by Jonathan A. Cukierwar Companies discussed: $GSY.TO $MAD.AX $GS $ARKK 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...
Vltava Fund 4Q21
February 10, 2022 20:55 - 15 minutes - 14.5 MBVltava Fund, 4th Quarter 2021 Letter by Daniel Gladiš Companies discussed: $TGP $SBRCY $BMWYY $LH 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 th...
Tollymore Investment Partners 3Q21
February 10, 2022 20:23 - 40 minutes - 37.8 MBTollymore Investment Partners, 3rd Quarter 2021 Letter by Mark Walker Companies discussed: $NXGPY $HLFFF $RDBBF 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...
Nomadic Value Partners 3Q21
February 10, 2022 19:57 - 13 minutes - 12.8 MBNomadic Value Partners, 3rd Quarter 2021 letter by Joshua Collinsworth Companies discussed: $MLR $UEEC $OSH $BHG $IAC $ACA $UNH 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 deci...
Farrer Wealth Managed Solution 3Q21
February 10, 2022 19:26 - 23 minutes - 21.6 MBFarrer Wealth Managed Solution, 3rd Quarter, 2021 Companies discussed: $MSCI $ACWI $ETF $EVO 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 resp...
Artko Capital 3Q21.
February 10, 2022 19:12 - 8 minutes - 7.94 MBArtko 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 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 relie...
Bonsai Partners 3Q21
February 10, 2022 18:51 - 25 minutes - 24 MBBonsai Partners, 3rd Quarter 2021. Letter by Andrew Rosenblum Companies discussed: #Boozt $ILMN $9979.HK #Zappos 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...
Rhizome Partners 3Q21
February 10, 2022 18:28 - 17 minutes - 15.8 MBRhizome Partners, 3rd Quarter, 2021 Letter by Chong Tong "Bill" Chen Companies discussed: $DD $CTVA $MSFT $NUAN $BERY $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 decision...
FPA Queens Road Small Cap Value Fund 3Q21
February 10, 2022 18:08 - 10 minutes - 10 MBFPA 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 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 upo...
Choice Equities Capital Management 3Q21
February 10, 2022 17:30 - 10 minutes - 10 MBChoice Equities Capital Management, 3rd Quarter 2021. Letter by Mitchell Scott Companies discussed: $FARM $INVE $GMS 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 ...
Greenwood Investors 3Q21
February 10, 2022 17:13 - 25 minutes - 24 MBGreenwood Investors, 3rd Quarter 2021. Letter by Steven Wood "Offense wins games. Defense wins championships" Companies discussed: $CTT.PT $TWTR EXO.IM $SDRY.LN $PTON 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 re...
Turtle Creek 3Q21
February 10, 2022 17:01 - 11 minutes - 10.6 MBTurtle Creek, 3rd Quarter 2021. Companies discussed: $TCEF $TCUS $TCCF 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.
McIntyre Partnerships 3Q21
February 10, 2022 16:36 - 4 minutes - 4.35 MBMcIntyre Partnerships, 3rd Quarter 2021. Letter by Chris McIntyre. Companies discussed: $GTX/$GTXAP $CC $MSGE $CAAP 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 r...
Epoch Investment Partners 3Q21
February 10, 2022 16:25 - 19 minutes - 18.3 MBEpoch 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." The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital...
VOSS Capital 3Q21
February 10, 2022 16:14 - 27 minutes - 25 MBVOSS Capital, 3rd Quarter 2021. YTD 20.4% Companies discussed: $SWIR 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.
Long Cast Advisers 3Q21.
February 10, 2022 15:54 - 8 minutes - 8.28 MBLong Cast Advisers, 3rd Quarter, 2021. YTD 43%. Companies discussed: $SANW $PDEX $CTEK 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...
L1 Capital International Fund 3Q21
February 10, 2022 15:37 - 30 minutes - 28.2 MBL1 Capital International Fund, 3rd Quarter 2021. Companies discussed: $TXN 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.
Goehring & Rozencwajg Market Commentary 3Q21
February 08, 2022 22:29 - 1 hour - 74.7 MBGoehring & 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 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...
Ariel Investment Trust Funds 3Q21
February 08, 2022 21:21 - 1 hour - 65.4 MBAriel 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 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...
Argosy Investors 3Q21
February 08, 2022 21:02 - 10 minutes - 10.1 MBArgosy Investors, 3rd Quarter 2021. 17.1% YTD. Companies discussed: $ESI $TAP $EPAM $DAVA $GDYN $GXO $JD $WFC $DFH $XPO $Go $RRTS 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...
Miller Howard Investments 3Q21
February 07, 2022 23:01 - 32 minutes - 30.3 MBMiller Howard Investments, 3rd Quarter 2021. Companies discussed: $TXN $RF $BK $CMI $HIW $MGA $CUZ $KO $OMF $OMF $WBA $LYB 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...
Hayden Capital 3Q21
December 01, 2021 17:08 - 36 minutes - 33.6 MBHayden Capital, 3rd Quarter 2021. Letter by Fred Liu Companies discussed: $COIN $ZO.1 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 ...
Farrer Wealth Managed Solutions 3Q21
December 01, 2021 17:08 - 24 minutes - 23.1 MBFarrer Wealth Managed Solutions, 3rd Quarter 2021. 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.
Artko Capital 3Q21
December 01, 2021 17:08 - 8 minutes - 8.19 MBArtko 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. 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.
Palm Capital 3Q21
November 30, 2021 00:58 - 11 minutes - 10.7 MBPalm 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. 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.
Horos Asset Management 3Q21
November 30, 2021 00:56 - 1 hour - 57.8 MBHoros Asset Management, 3rd Quarter 2021. Letter by Javier Ruiz 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.
Andaz Private Investments 3Q21
November 30, 2021 00:56 - 7 minutes - 6.61 MBAndaz Private Investments, 3rd Quarter 2021. Letter by Yizhong Chan 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.
Sohra Peak Capital Partners 3Q21
November 30, 2021 00:55 - 16 minutes - 15.3 MBSohra Peak Capital Partners, 3rd Quarter 2021. Letter by Jonathan A. Cukierwar 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.
FPA Crescent Fund 3Q21
November 30, 2021 00:55 - 7 minutes - 7.1 MBFPA Crescent 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. 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.
LRT Capital Management 3Q21
November 30, 2021 00:54 - 1 hour - 66.5 MBLRT Capital Management, 3rd Quarter 2021. Letter by Lukasz Tomicki 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.
First Eagle Investment Management 3Q21
November 30, 2021 00:53 - 17 minutes - 15.9 MBFirst Eagle Investment 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. 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.
Cedar Creek Partners 3Q21
November 19, 2021 00:53 - 21 minutes - 20 MBCedar Creek Partners, 3rd 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. 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.
RGA Investment Advisors 3Q21
November 19, 2021 00:53 - 26 minutes - 24.9 MBRGA Investment Advisors, 3rd Quarter 2021. Letter by Jason Gilbert & Elliot Turner 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 owne...
Mindset Value 3Q21
November 19, 2021 00:53 - 8 minutes - 7.63 MBMindset Value, 3rd Quarter 2021. Letter by Aaron Edelheit 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.
Donville Kent Asset Management 3Q21
November 19, 2021 00:52 - 11 minutes - 10.2 MBDonville Kent Asset Management, 3rd Quarter 2021. Letter by J.P. Donville & Jesse Gamble 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 respectiv...
Alluvial Capital Management 3Q21
November 19, 2021 00:52 - 15 minutes - 14.4 MBAlluvial Capital Management, 3rd Quarter 2021. Letter by Dave Waters 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.
1Main Capital 3Q21
November 19, 2021 00:52 - 10 minutes - 10.1 MB1Main Capital, 3rd Quarter 2021. Letter by Yaron Naymark 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.
RiverPark: Large Growth Fund 3Q21
November 19, 2021 00:51 - 41 minutes - 38.2 MBRiverPark: Large Growth Fund, 3rd Quarter 2021. Letter by Mitch Rubin 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.
Greenhaven Road Capital 3Q21
November 14, 2021 14:58 - 15 minutes - 14.5 MBGreenhaven Road Capital, 3rd Quarter 2021. Letter by Scott Miller 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.
Crescat Capital 3Q21
November 07, 2021 15:55 - 27 minutes - 25.1 MBCrescat Capital, 3rd Quarter 2021. Letter by Kevin C. Smith & 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.
Maran Capital Management 3Q21
November 07, 2021 15:55 - 12 minutes - 11.5 MBMaran Capital Management, 3rd Quarter 2021. Letter by Dan Roller 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.
Steel City Capital 3Q21
November 07, 2021 15:55 - 20 minutes - 19.2 MBSteel City Capital, 3rd Quarter 2021. Letter by Michael G. Hacke 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.
Alta Fox Capital: Opportunities Fund 3Q21
November 02, 2021 21:34 - 9 minutes - 9.04 MBAlta Fox Capital: Opportunities Fund, 3rd Quarter 2021. Letter by Connor Haley 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.
Tao Value 3Q21
November 02, 2021 21:34 - 20 minutes - 19.1 MBTao Value, 3rd Quarter 2021. Companies discussed: $RBLX $TEAM $SE $CACC $PDD $BILI $TAL $GOOG 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...
SaltLight Capital 3Q21
November 02, 2021 14:19 - 22 minutes - 20.8 MBSaltLight Capital, 3rd Quarter 2021. Letter by David Eborall Companies discussed: $KARO $TCP.JO $CGR.JO $FBR.JO $PPE.JO 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...