Capital Literature

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, 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, 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 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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 , 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, 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, 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), 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, 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.

Heartland Value Plus Fund, 1st Quarter 2022 Letter by Bradford A. Evans and Andrew J. Fleming 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.