Capital Literature
By Capital Literature by @sebidscap
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.
Capital LiteratureMar 04, 2022
Maran Partners Fund 1Q22
Maran Partners Fund, 1st Quarter 2022
Letter by Dan Roller
Companies discussed: $CDRE $CLAR $CSPLF $CUSPY $PCYO
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Artisan International Value Fund 1Q22
Artisan International Value Fund, 1st Quarter 2022
Letter by N. David Samra, Ian P. McGonigle and Joseph Vari
Companies discussed: $INGVF $DANOY $ACGL $ST $GRMN
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Artisan Mid Cap Fund 1Q22
Artisan Mid Cap Fund, 1st Quarter 2022
Letter by Matthew H. Kamm, James D. Hamel, Craigh A. Cepukenas, Jason L. White and Jay C. Warner
Companies discussed: $APTV $APTV.PA $BURL $CNHI $COO $DDOG $DE $DHR $DHR.PB $ERUS $GPN $HUBS $LPLA $MSCI $NEO $NVST $ON $ROST $SPOT $TDY $TJX $W $WMS $WST $ZI $ZNGA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 Monthly Research Letter
Crescat Capital Monthly Research Letter
Letter by Kevin C. Smith and Tavi Costa
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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
Longleaf Partners Small-Cap Fund, 1st Quarter 2022
Companies discussed: $CNX $OSCR $KODK $WTM $VMEO $LNXSY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 International Fund 1Q22
Longleaf Partners International Fund, 1st Quarter 2022
Companies discussed: $CKHUY $PROSY $MDEVF $LNXSF $EXXRF $FNNTF $BABA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 Fund 1Q22
Longleaf Partners Fund, 1st Quarter 2022
Companies discussed: $CNX $IAC $AMG $LUMN $LBRDA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 Global Fund 1Q22
Longleaf Partners Global Fund, 1st Quarter 2022
Companies discussed: $CNX $CKHUY $FRFHF $HDVY $CLNXF $PROSY $IAC $MDEVF $FISV $GREE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Bireme Capital 1Q22
Bireme Capital, 1st Quarter 2022
Companies discussed: $CGECF $FB $NFLX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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
Giverny Capital Asset Management, 1st Quarter 2022
Letter by David M. Poppe
Companies discussed: $FB $KMX $FIVE $ERFSF $AMZN $IBP
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 1Q22
RiverPark Large Growth Fund, 1st Quarter 2022
Letter by Mitch Rubin
Companies discussed: $NFLX $NVDA $TDOC
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Alphyn Capital Management 1Q22
Alphyn Capital Management, 1st Quarter 2022
Letter by Samer Hakoura
Companies discussed: $FRFHF $AMZN $EXXRF $KKR $LBRDA $NPSNY $W
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Bernzott Capital Advisors 1Q22
Bernzott Capital Advisors, 1st Quarter 2022
Companies discussed: $HALO $HCI $MP $LPRO $VNOM $CMP
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 1Q22
Bronte Capital, 1st Quarter 2022
Companies discussed: $HLF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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
Wasatch Micro Cap Fund, 1st Quarter 2022
Letter by Ken Korngiebel
Companies discussed: $GDYN $KRNT $PRPL $ITCI $HLLY $SLP
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 Core Growth Fund 1Q22
Wasatch Core Growth Fund, 1st Quarter 2022
Letter by JB Taylor, Paul Lambert and Mike Valentine.
Companies discussed: $TREX $HLNE $MEDP $HQY $ITCI $HLLY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Arch Capital Fund 1Q22
Arch Capital Fund, 1st Quarter 2022
Letter by Brett Schafer, Brady Henderson, and Ryan Henderson
Companies discussed: $SFM $SPOT $NNI $EA $NTDOY $TTWO $ADSK $WIX $MTCH $HRBR $IDN $SWMAF $CNRFF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Curreen Capital 1Q22
Curreen Capital, 1st Quarter 2022
Letter by Christian Ryther
Companies discussed: $AOUT $GETB.L #Truecaller #Nilorn #Jackson #BRK-B
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
NZS Capital 1Q22
NZS Capital, 1st Quarter 2022
Companies discussed: $PARA $TMUS $NEXOF $SAIL $NTDOY $FB $LRCX $CRM $SUI $PYPL $OKTA
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Hoisington Investment Management 1Q22
Hoisington Investment Management, 1st Quarter 2022
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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
O'Keefe Stevens, 1st Quarter 2022
Letter by Dominick D'Angelo
Companies discussed: $AMGN $BGCP $DFIN $EAF $INTC $L $NMRK $NVDA $QCOM
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Ensemble Fund 1Q22
Ensemble Fund, 1st Quarter 2022
Companies discussed: $CMG $GOOG $GOOGL $HD $ILMN $MA $MASI $NFLX $RACE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Greenlight Capital 1Q22
Greenlight Capital, 1st Quarter 2022
Companies discussed: $GRBK $BHF $INSW $RYAAY $SNX $SWN $WFRD
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Nelson Capital 1Q22
Nelson Capital, 1st Quarter 2022
Companies discussed: $AEM $XOM $MSFT $AMZN $DIS $COST $VTR $CHWY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Pzena Investment Management 1Q22
Pzena Investment Management, 1st Quarter 2022
"Geopolitical shocks have usually been short-term in nature. We believe fundamentals for an enduring value cycle remain intact."
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 1Q22
LRT Capital, 1st Quarter 2022
Letter by Lukasz Tomicki
Companies discussed: $PSA $CIGI $WSO $ABG $RGEN $TPL $PGR $HXL $NOC $MAR $DPZ $WSM $BKNG $EXR
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
L1 Capital International Fund 1Q22
L1 Capital International Fund, 1st Quarter 2022
Companies discussed: $CRHCF $EXP $LPX $NFLX $IQV $ATVI $MSFT $MA $ADBE $BKNG $MCO $NKE $TXN $AMD $V $AMZN
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
L1 Capital Long Short Fund 1Q22
L1 Capital Long Short Fund, 1st Quarter 2022
Companies discussed: $HOCFF $WYGPY $STOSF $LGTHF $RTNTF $TRQ
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Diamond Hill Small Cap Fund 1Q22
Diamond Hill Small Cap Fund, 1st Quarter 2022
Letter by Aaron Monroe, Kristen Sheffield and Chris Welch
Companies discussed: $RHP $ERII $JOUT $RCKY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Old West Investment Management 1Q22
Old West Investment Management, 1st Quarter 2022
Letter by Joseph Boskovich, Sr.
Companies discussed: $BG $FB $NFLX $PYPL
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Upslope Capital Management 1Q22
Upslope Capital Management, 1st Quarter 2022
Letter by George K. Livadas
Companies discussed: $ATR $BFAM $BWXT $CASY $CMGMF $CMGMY $ENV $FCN $MDY $MKTX $NSKFF $SLGN $TCGGY $TCHBF $TCVA $TMXXF
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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 1Q22
Akre Focus Fund, 1st Quarter 2022
Letter by John Neff and Chris Cerrone
Companies discussed: $KKR $MCO $AMT $KMX $ADBE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Headwaters Capital 1Q22
Headwaters Capital, 1st Quarter 2022
Letter by Christopher Godfrey
Companies discussed: $NOTV
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
White Brook Capital
White Brook Capital, 1st Quarter 2022
Letter by Basil F. Alsikafi
Companies discussed: $MGM $IAC $MTCH $VMEO $MHK $QRTEA $KAR
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Rowan Street Capital 1Q22
Rowan Street Capital, 1st Quarter 2022
Letter by Alex Kopel and Joe Maas
Companies discussed: $SPOT $FB $TTD $DOCU $SHOP $NFLX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Laughing Water Capital 1Q22
Laughing Water Capital, 1st Quarter 2022
Letter by Matthew Sweeney
Companies discussed: $AIM.TO $CSP.L $MSOS $TACT $THRY $CSPLF $HMHC
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @CapitalLit on Twitter and become part of our community.
Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.
Smead Value Fund 1Q22
Smead Value Fund, 1st Quarter 2022
Letter by Bill Smead and Cole Smead
Companies discussed:$CLR $OXY $COP $LEN $DHI $NVR
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Madison Mid Cap Fund 1Q22
Madison Mid Cap Fund, 1st Quarter 2022
Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich
Companies discussed: $MMCRX $MDCIX $GTSGX $MERAX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Madison Investors Fund 1Q22
Madison Investors Fund, 1st Quarter 2022
Letter by Rich Eisinger, Haruki Toyama, Joe Maginot and Matt Hayner
Companies discussed: $MNVRX $MIVIX $MINVX $MNVAX $BKI $PPG $LBRDA $LBRDB $TJX $DLTR $PGR $BRK-B $BDX $ACGL
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Madison Dividend Income Fund 1Q22
Madison Dividend Income Fund, 1st Quarter 2022
Letter by John Brown and Drew Justman
Companies discussed: $BHBFX $MDMIX $MADAX $MADRX $BKR $EOG $NUE
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Blue Tower Asset Management 1Q22
Blue Tower Asset Management, 1st Quarter 2022
Letter by Andrew Oskoui
Companies discussed: $CNR $SBRCY $TCSG.ME
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Distillate Capital 1Q22
Distillate Capital, 1st Quarter 2022
Companies discussed: $FDS $ABBV $LMT $FANG $WMT $UNP $TXN $GD $FB $PYPL $HD $BTI $AEM
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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/Howard Investments 1Q22
Miller/Howard Investments, 1st Quarter 2022
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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
Wedgewood Partners Large Cap Focused Growth, 1st Quarter 2022
Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan
Companies discussed: $FB $PYPL
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Fiduciary Management All Cap Equity 1Q22
Fiduciary Management All Cap Equity, 1st Quarter 2022
Companies discussed: $CSL $KMX
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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.
Fiduciary Management Small Cap Equity 1Q22
Fiduciary Management Small Cap Equity , 1st Quarter 2022
Companies discussed: $AB $HOOD $NVT $SKX $TSLA $WMT
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Fiduciary Management Large Cap Equity 1Q22
Fiduciary Management Large Cap Equity, 1st Quarter 2022
Companies discussed: $AB $BRK.A $BRK.B $CSL $DGX $DLTR $HOOD $KMX $MAS $NET $OMC $PPG $TSLA $WMT
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Fiduciary Management International Equity 1Q22
Fiduciary Management International Equity, 1st Quarter 2022
Companies discussed: $AKZOF $AKZOY $BKNG $BMRPF $BMRRY $CB $CKHUF $CKHUY $EPS $FERG $GGGSF $GGGSY $HWDJF $HWDJY $LLDTF $LLOBF $LYG $SAFRF $SAFRY $SDXAY $SDXOF $SLB $TSM $USD
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Cooper Investors Global Equity Fund (Hedged) 1Q22
Cooper Investors Global Equity Fund (Hedged), 1st Quarter 2022
Companies discussed: $CTAS $SMCYY $HOCPY
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.
Leaven Partners 1Q22
Leaven Partners, 1st Quarter 2022
Letter by Brent Jackson
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
Follow @sebidscap and @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.