
Tao Value 4Q21
Tao Value, 4th Quarter 2021 Companies discussed: $RBLX $GOOG $CACC $SE $PDD $1268.HK $AVLR $TEAM $BILI $1773.HK $TAL $BEKE $1579.HK $ADS The Capital Literature Podcast brings you investment letters i...
1 Maalis 20229min

Riverpark/Wedgewood Fund 4Q21
Riverpark/Wedgewood Fund, 4th Quarter 2021 Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan. Companies discussed: $AAPL $TPL $TSCO The Capital Literature Podcast brings you inve...
1 Maalis 202255min

Alluvial Capital Management 4Q21
Alluvial Capital Management, 4th Quarter 2021 Letter by Dave Waters Companies discussed: $PX $LICT $CRAWA $GTX $UD.MI $TIM.WSE The Capital Literature Podcast brings you investment letters in audio. C...
25 Helmi 202216min

Alphyn Capital Management 4Q21
Alphyn Capital Management, 4th Quarter 2021 Letter by Samer Hakoura Companies discussed: $GOOG $EXXRF $FRFHF $IAC $OACB $WANSF $W The Capital Literature Podcast brings you investment letters in audio...
25 Helmi 202228min

FMI Large Cap Equity 4Q21
FMI Large Cap Equity, 4th Quarter 2021 Companies discussed: $DLTR $MAS $UNH $PHG $CMCSA $UL $SNN $BKNG The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a S...
25 Helmi 202215min

FMI Small Cap Equity 4Q21
FMI Small Cap Equity, 4th Quarter 2021 Companies discussed: $FCFS $FLS $HLF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for ...
25 Helmi 202214min

FMI International Equity 4Q21
FMI International Equity, 4th Quarter 2021 Companies discussed: $FERG $SONY $SMIN.L $PHG $NCTKY $UL $JMHLY $BAC The Capital Literature Podcast brings you investment letters in audio. Capital Literatu...
25 Helmi 202215min

FMI All Cap Equity 4Q21
FMI All Cap Equity, 4th Quarter 2021 Companies discussed: $WKHS $GME $AMC $SDC $Z $ZG $PTON $DKNG The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids...
25 Helmi 202215min



















