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
Emeth Value Capital 2Q21
August 04, 2021 11:07 - 33 minutes - 31 MBEmeth Value Capital, 2nd Quarter 2021. Letter by Andrew J. Carreon Companies discussed: $SON.LS $NOS.LS 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 ...
Giverny Capital Asset Management 2Q21
August 04, 2021 11:07 - 12 minutes - 11.7 MBGiverny Capital 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. 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.
Bronte Capital 2Q21
August 04, 2021 11:06 - 14 minutes - 13.1 MBBronte 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. 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.
Bronte Capital: Amalthea Fund 2Q21
August 04, 2021 11:06 - 14 minutes - 13.1 MBBronte Capital: Amalthea Fund, 2nd Quarter 2021. Companies discussed: $DOGE $REGN 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 own...
SaltLight Capital 2Q21
August 03, 2021 17:08 - 17 minutes - 15.8 MBSaltLight Capital, 2nd Quarter 2021. Letter by David Eborall Companies discussed: $FB $TWTR $BABA $NVDA 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 ...
Greenhaven Road Capital 2Q21
August 03, 2021 17:08 - 13 minutes - 12.4 MBGreenhaven Road Capital, 2nd Quarter 2021. Letter by Scott Miller Companies discussed: $BNED $SHSP $APPS $PAR $ESTC $KKR $ROKU 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...
Desert Lion Capital 2Q21
August 03, 2021 17:08 - 13 minutes - 12.9 MBDesert Lion Capital, 2nd Quarter 2021. Letter by Rudi van Niekerk Companies discussed: $KARO $ART.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. All rights belong to ...
Alta Fox Capital 2Q21
August 03, 2021 17:07 - 8 minutes - 7.8 MBAlta Fox Capital, 2nd 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.
Akre Focus Fund 2Q21
August 03, 2021 17:07 - 3 minutes - 3.42 MBAkre 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 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 inve...
Akre Capital Management: Focus Fund 2Q21
August 03, 2021 17:07 - 3 minutes - 3.42 MBAkre 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 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...
Summer Value Partners 2Q21
August 03, 2021 17:05 - 7 minutes - 6.63 MBSummer Value Partners, 2nd Quarter 2021. Letter by Andrew Summers Companies discussed: $NOTV $UTMD $GUD.TO 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...
Arquitos Capital Management 2Q21
August 03, 2021 17:05 - 6 minutes - 5.92 MBArquitos Capital Management, 2nd Quarter 2021. Letter by Steven L. Kiel Companies discussed: $NTP $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 @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 ...
Starvine Capital 2Q21
August 03, 2021 17:05 - 8 minutes - 7.79 MBStarvine Capital, 2nd Quarter 2021. Letter by Steven Ko 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.
Miller Value Partners: Income Strategy 2Q21
August 03, 2021 17:04 - 12 minutes - 11.7 MBMiller Value Partners: Income Strategy, 2nd Quarter 2021. Letter by Bill Miller Companies discussed: $VALE $CHS $APO $CC $HMPT $ENDP $MSTR 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 inves...
Donville Kent Asset Management: ROE Reporter 2Q21
August 03, 2021 17:04 - 15 minutes - 14.6 MBDonville Kent Asset Management: ROE Reporter, 2nd Quarter 2021. Report by J. P. Donville & Jesse Gamble Companies discussed: $PLUR $NOW 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...
Laughing Water Capital 2Q21
August 03, 2021 17:03 - 40 minutes - 37.8 MBLaughing Water Capital, 2nd Quarter 2021. Companies discussed: $AIM.TO $CDMO $HMHC $PAR $TACT $THRY 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 ...
1 Main Capital 2Q21
August 03, 2021 17:02 - 20 minutes - 19.1 MB1 Main Capital, 2nd Quarter 2021. Letter by Yaron Naymark Companies discussed: $MHH $ATIP $LMB $GOOG $KKR $MHH $WINE.LN $RICK 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...
Greenlight Capital 2Q21
August 03, 2021 17:01 - 22 minutes - 20.4 MBGreenlight Capital, 2nd Quarter 2021. Companies discussed: $GRBK $AAWW $TECK $CC $BZU $CEIX $GPOR $GPK 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...
Cooper Investors: Global Equities Fund (Hedged) 2Q21
August 03, 2021 17:00 - 14 minutes - 13.1 MBCooper Investors: Global Equities Fund (Hedged), 2nd Quarter 2021. Companies discussed: $SONY $ATVI $FRRVY $BAM $VTWR.DE $DHR 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...
White Brook Capital 2Q21
August 02, 2021 16:00 - 8 minutes - 8.32 MBWhite Brook Capital, 2nd Quarter 2021. Letter by Basil F. Alsikafi Companies discussed: $BOX $RILY $MHK $GT $VMEO $PSPC.U 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. ...
Steel City Capital 2Q21
August 02, 2021 15:44 - 17 minutes - 16 MBSteel City Capital, 2nd Quarter 2021. Letter by Michael G. Hacke Companies discussed: $ATEX $LSYN $NWSA $SIGA $TRUP 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...
MPE Capital 2Q21
August 02, 2021 15:34 - 9 minutes - 9.13 MBMPE Capital, 2nd Quarter 2021. Letter by Michael P. Ershaghi Companies discussed: $GOOG $BKNG $BRE.MI $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 decisions. All rights belo...
Alphyn Capital Management 2Q21
August 02, 2021 15:21 - 23 minutes - 21.3 MBAlphyn Capital Management, 2nd Quarter 2021. Letter by Samer Hakoura Companies discussed: $CRSS $VMEO $GDX $TREB 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...
Richie Capital Group 2Q2021
August 02, 2021 14:58 - 17 minutes - 16 MBRichie Capital Group, 2nd Quarter 2021. Letter by Khadir Richie Companies discussed: $INS $MKTX $VMD $TTD $MSCI $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. All ...
Long River Investments 2Q21
August 02, 2021 14:48 - 12 minutes - 11.2 MBLong River Investments, 2nd Quarter 2021. Letter by Graham F. Rhodes. Companies discussed: $BABA $GOOG $HKTVY $MA $NTDOY $AMZN $FB $HDB $TCEHY $TCS.IL $GDS 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 ...
First Eagle Investment Management: Global Fund 2Q21
August 02, 2021 14:14 - 12 minutes - 11.7 MBFirst Eagle Investment Management: Global Fund, 2nd Quarter 2021. Companies discussed: $ORCL $CFR.SW $XOM $FB $SOMLY $KMTUY $MITEY $BKNG $BBL.BK 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...
Fiduciary Management: Small Cap Equity 2Q21
August 02, 2021 14:08 - 10 minutes - 9.85 MBFiduciary Management: Small Cap Equity, 2nd Quarter 2021. Companies discussed: $AVY $HLI $FCFS $CDK $TRN $AIT 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 ...
Old West Investment Management 2Q2021
August 02, 2021 09:49 - 12 minutes - 11.7 MBOld West Investment Management, 2nd Quarter 2021. Letter by Joseph Boskovich, Sr. Companies discussed: $RFL $U.TO 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...
Maran Capital Management 2Q2021
July 30, 2021 11:38 - 23 minutes - 21.4 MBMaran Capital Management, 2nd Quarter 2021. Letter by Dan Roller. Companies discussed: $CLAR $CTT $CRSS $PCYO $SLGD $AOUT $TPB $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 @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 ...
Wedgewood Partners 2Q2021
July 30, 2021 07:56 - 34 minutes - 32.2 MBWedgewood 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 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 pu...
GreenWood Investors 2Q2021
July 27, 2021 15:31 - 8 minutes - 8.06 MBGreenWood Investors, 2nd Quarter 2021. Letter by Steven Wood. Companies discussed: $CTT $SEPGY $VRT $LTRPA $PTON $SCPPF 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...
Miller Value Partners: Bill Miller Market Letter 2Q2021
July 27, 2021 09:38 - 7 minutes - 6.84 MBMiller Value Partners, 2nd 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. 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.
JDP Capital Management 2Q2021
July 25, 2021 22:37 - 31 minutes - 28.8 MBJDP Capital Management, 2nd Quarter 2021. Letter by Jeremy Deal Companies discussed: $SPOT $ROKU $DRTT $DRT.TO $BLDR $INDV.L $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 de...
NZS Capital 2Q2021
July 24, 2021 17:41 - 15 minutes - 14 MBNZS Capital, 2nd Quarter 2021. Companies discussed: $NVDA $NET $CRM $TMUS $MSFT $SHOP $CSTM 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...
Black Bear Value Partners 2Q2021
July 23, 2021 16:06 - 12 minutes - 11.9 MBBlack Bear Value Partners, 2nd Quarter 2021. Letter by Adam Schwartz. Companies discussed: $AN $BRK $NVR $NTDOY $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 @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 ...
Headwaters Capital 2Q2021
July 23, 2021 10:36 - 17 minutes - 16.6 MBHeadwaters Capital, 2nd Quarter 2021. Letter by Christopher Godfrey. Companies discussed: $BSY $INSP $MASI $ABCM 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...
Worm Capital 2Q2021
July 19, 2021 21:10 - 21 minutes - 19.8 MBWorm 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 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...
T11 Capital Management 2Q2021
July 19, 2021 15:21 - 4 minutes - 4.02 MBT11 Capital Management, 2nd Quarter 2021. Letter by Ali Meshkati. Companies discussed: $DASH $OPEN $Z $GRWG $TSLA $WISH $USD $TLRY $NET $SNOW $COIN $RBLX 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 ...
SVN Capital 2Q2021
July 19, 2021 11:54 - 25 minutes - 23.9 MBSVN Capital, 2nd Quarter 2021. Letter by Shreekkanth ("Shree") Viswanathan. Companies discussed: $EVO.ST $SHVA.TA $DIA.MI $HEI $KKR $NWL $LVC.WA $VRSN $IHG 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 ...
East 72 Holdings 2Q2021
July 17, 2021 20:28 - 55 minutes - 51.3 MBEast 72 Holdings, 2nd Quarter 2021. Letter by Andrew Brown. Companies discussed: $NAM.AX $SZL.AX $APT.AX $ARKK $TRUP $APX.AX $MAC $SPOT 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...
Oakmark Funds: Bill Nygren Market Commentary 2Q2021
July 17, 2021 14:03 - 10 minutes - 9.57 MBOakmark Funds' Bill Nygren Market Commentary, 2nd Quarter 2021. Letter by William C. Nygren. Top 5 Holdings: $GOOG $FB $COF $ALLY $EOG $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 inve...
Comus Investment 2Q2021
July 17, 2021 10:30 - 4 minutes - 4.03 MBComus Investment, 2nd 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. 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.
Guardian Fund 2Q2021
July 14, 2021 15:40 - 26 minutes - 24.1 MBGuardian Fund, 2nd Quarter 2021. Letter by Georg Krijgh. Companies discussed: $SHOP $ROKU $SE $RBLX $PLTR $SPOT 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...
Symmetry Invest 2Q2021
July 14, 2021 15:32 - 27 minutes - 25.3 MBGuardian Fund, 2nd Quarter 2021. Letter by Daniel Andreas Aen. Companies discussed: $WINE $GIGSEK $KAMBI.ST $PROT.OL 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...
Vltava Fund 2Q2021
July 14, 2021 15:18 - 18 minutes - 17.4 MBVltava Fund, 2nd Quarter 2021. Letter by Daniel Gladiš. Companies discussed: $NVR $CVS $TGP 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...
Absolute Return Partners 2Q2021
July 14, 2021 15:13 - 13 minutes - 12.5 MBAbsolute Return Partners, 2nd Quarter 2021. Letter by Niels C. Jensen Discussing #govcoin #cbdc 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 r...
Palm Valley Capital Fund 2Q2021
July 14, 2021 11:53 - 22 minutes - 20.9 MBPalm 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 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...
Heller House 1Q2021
June 28, 2021 11:46 - 30 minutes - 28.5 MBHeller House, 1st Quarter 2021. Letter by Marcelo P. Lima. Companies discussed: $WIX $SQR $ROKU $TWLO $BTC 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...
Social Capital Annual Letter 2020
May 27, 2021 23:18 - 29 minutes - 27.3 MBSocial Capital, Annual Letter 2020. Letter by Chamath Palihapitiya. Companies discussed: Relativity Space, Netskope, Groq, Syapse, MeMed 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 invest...
Artko Capital 1Q2021
May 27, 2021 04:00 - 9 minutes - 9.04 MBArtko Capital, 1st Quarter 2021. Letter by Peter Rabover. 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 relied upon as a basis for investment decisions. All rights belong to the respective ow...