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.
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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, 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.
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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, 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.
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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
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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 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.
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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, 1st Quarter 2022
The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.
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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.