Capital Literature

Turtle Creek, 4th Quarter 2021 Quarterly change in Business Value: #TCEF +11% #TCUS (US$) +13% #TCCF +13% The Capital Literature Podcast brings you investment letters in audio. Capital Literature i...

14 Helmi 20229min

Arch Capital Fund, 4th Quarter 2021 Companies discussed: $SPOT $SFM $NNI $TTWO $HRBR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital ser...

14 Helmi 202215min

Alta Fox Capital Management, 4th Quarter 2021 Letter by Connor Haley Average net exposure during the quarter was 76.48% gross return of 649.50% and a net return of 434.83% since inception in 2018 Comp...

14 Helmi 20227min

SaltLight Capital, 4th Quarter, 2021 Letter by David Eborall Returned +4.96% during the quarter and 18.69% since inception. Companies discussed: $CAGR $FB2A.BE $TCEHY $GOOG $931.SG $AMZN The Capital ...

13 Helmi 202228min

Baron Opportunity Fund, , 4th Quarter 2021 Letter by Michael A. Lippert. Companies discussed: $RIVN $MRTX $CTV $FIGS $SHOP The Capital Literature Podcast brings you investment letters in audio. Capit...

13 Helmi 202235min

Greystone Capital Management, 4th Quarter 2021 Letter by Adam Wilk Companies discussed: $RICK $GOED $ID $HMHC $IDT The Capital Literature Podcast brings you investment letters in audio. Capital Lite...

13 Helmi 202253min

Andvari Associates, 4th Quarter 2021 Letter by Douglas E. Ott, II. Companies discussed: $MA $V $NOVT The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Seb...

13 Helmi 20227min

Maran Capital Management , 4th Quarter 2021 Letter by Dan Roller Companies discussed: $CSPLF $CDRE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebid...

11 Helmi 202219min