Capital Literature

Polen Capital Emerging Markets Growth, 4th Quarter 2021 Letter by Damian Bird and Dafydd Lewis Companies discussed: $TME The Capital Literature Podcast brings you investment letters in audio. Capital...

4 Maalis 202214min

Canterbury Tollgate, 4th Quarter 2021 Letter by B. Chase Chandler "Once upon a time there was a Chinese farmer whose horse ran away. That evening, all of his neighbors came around to commiserate..." C...

4 Maalis 202216min

Ariel Trust Funds, 4th Quarter 2021 Companies discussed: $AAPL $TSLA $GME $REZI $BYD $MDP $MTN $CLB $APA $GOLD $MOS $MSGE $MSGN $JPM $BOKF $GS $BK $NTRS $LAZ $HNGR $ZBH $JNJ $MSFT The Capital Literat...

4 Maalis 202245min

Goehring & Rozencwajg, 4th Quarter 2021 Letter by Leigh R. Goehring and Adam Rozenewajg Companies discussed: $CCJ $LNG $GDX $XOP $LUKOY $IEA The Capital Literature Podcast brings you investment lette...

4 Maalis 20221h 38min

Vulcan Value Partners, 4th Quarter 2021 Letter by C.T. Fitzpatrick, McGavock Dunbar, F. Hampton McFadden, Jr. and Stephen W. Simmons Companies discussed: $GOOG $W $SPLK $ORCL $BA $DISCA The Capital ...

4 Maalis 202250min

Voss Capital, 4th Quarter 2021 Companies discussed: $AVYA $OLN $ABG $MT The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the i...

3 Maalis 202218min

Rhizome Partners, 4th Quarter 2021 Letter by Chong Tong "Bill" Chen Companies discussed: $FRP $HHC $INDT $CLPR The Capital Literature Podcast brings you investment letters in audio. Capital Literatur...

3 Maalis 202235min

FPA Queens Road Small Cap Value Fund, 4th Quarter 2021 Letter by Steve Scruggs Companies discussed: $SYNA $SFBS $AEL $FN $CNXC $SWM $SAIC $THS $HMN $EQC The Capital Literature Podcast brings you inve...

3 Maalis 202213min