Capital Literature

RGA Investment Advisors, 4th Quarter 2021 Letter by Jason Gilbert and Elliot Turner Companies discussed: $SFIX $ROKU $PYPL $DBX $TWTR The Capital Literature Podcast brings you investment letters in a...

18 Helmi 202234min

Nitor Capital, 4th Quarter 2021 Letter by David J. Spier Annualized 5-year Return: +19.73% Annualized Since Inception (2009): +14.82% Companies discussed: $VST $CF $JOE The Capital Literature Podca...

17 Helmi 202242min

Horizon Kinetics, 4th Quarter 2021 Letter by Jerome Powell Companies discussed: $REIT $CPI $KO $MSFT $FCX $AAPL $JNJ $PG The Capital Literature Podcast brings you investment letters in audio. Capita...

17 Helmi 20221h 6min

Frontaura Global Frontier Fund, 4th Quarter 2021 Letter by Nick Padget and Tim Raschuk Companies discussed: $HSBK.IL $KSPI.IL $DPEU.L The Capital Literature Podcast brings you investment letters in ...

17 Helmi 202220min

SRK Capital, 4th Quarter 2021 Letter by Sean Kirkwood Companies discussed: $HROW $TTSH $NNUP $PYCFF $RTMAF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is...

17 Helmi 202212min

Fundsmith Equity Fund, 4th Quarter 2021 Letter by Terry Smith Companies discussed: $MSFT $CADINU-USD $NVO $IDXX $EL $PYPL $ITRK.L $SAGE $BDX $IHG $AMZN $CAGR $OR.VI The Capital Literature Podcast bri...

17 Helmi 202223min

Bireme Capital, 4th Quarter 2021 Companies discussed: $AFRM $TME The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investm...

17 Helmi 202215min

Headwaters Capital, 4th Quarter 2021 Letter by Christopher Godfrey Companies discussed: $CRNC The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Ca...

17 Helmi 202214min