Capital Literature

Praetorian Capital, 4th Quarter 2021 Letter by Harris Kupperman Companies discussed: $LEE $JOE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Ca...

24 Helmi 202214min

Greenhaven Road Capital, 4th Quarter 2021 Letter by Scott Miller Companies discussed: $APPS $PAR $KKR $ESTC $TDOC $CLBT The Capital Literature Podcast brings you investment letters in audio. Capital ...

24 Helmi 202227min

Bumbershoot Holdings, 4th Quarter 2021 Letter by Jason Ursaner FY 2021 28.75% Inception 100.4% Companies discussed: $IPI $BRK-B $GOOGL $XEC $MU $VKTX $LGND $GOLD $KVHI $CTHR $WTTR $PLAB $PFB $AE $PAT...

24 Helmi 202216min

Comus Investment, 4th Quarter 2021 Letter by Aaron J. Saunders Comus Gross Cumulative 151.23%, Comus Net 121.47% Annualized 16.67%, Comus Net 14.17% Companies discussed: $RIVN The Capital Literature...

24 Helmi 20226min

Lyrical Asset Management, 4th Quarter 2021 Letter by Andrew Wellington Absolute net return of ~30% 17% annualized net return since inception The Capital Literature Podcast brings you investment lett...

24 Helmi 202215min

Davis Opportunity Fund, 4th Quarter 2021 Companies discussed: $WFC $COF $GOOG $AMZN $INTC $AMAT $TXN $CI $VTRS $DGX The Capital Literature Podcast brings you investment letters in audio. Capital Lite...

24 Helmi 20229min

Broyhill Asset Management, 4th Quarter 2021 Letter by Christopher R. Pavese. Companies discussed: $CAR $DLTR $MCK $ABEV $BUD $MSGE The Capital Literature Podcast brings you investment letters in audi...

18 Helmi 202240min

Artko Capital, 4th Quarter 2021 Letter by Peter Rabover Companies discussed: $CURN $RSSS $ACFN $GAIA $HQI $SHYF $NTIC $PBPB The Capital Literature Podcast brings you investment letters in audio. Capi...

18 Helmi 202242min