Capital Literature

Crescata Capital, 3rd Quarter 2021. Letter by Kevin C. Smith & Tavi Costa The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the...

27 Loka 202113min

Arisaig Partners, 3rd Quarter 2021. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebid...

27 Loka 202118min

Alphyn Capital Management, 3rd Quarter 2021. Letter by Samer Hakoura Companies discussed: $PSTH $CSP.L $CRSS $CFX $NPN.JO $PRX.AS $TCEHY The Capital Literature Podcast brings you investment letters i...

27 Loka 202117min

Akre Capital Management: Focus Fund, 3rd Quarter 2021. Letter by John Neff & Chris Cerrone Companies discussed: $TOI.V $CSU.TO $CRM $VRSK $DHR $MA $V $ROP $MCO $AMT The Capital Literature Podcast bri...

27 Loka 20214min

NZS Capital, 3rd Quarter 2021. Companies mentioned: $BLL $CRM $CDNS $MSFT $ASML $ADYEY $SUI $CMG $LRCX $VIAC $TMUS $CCI $SAIL $PTON The Capital Literature Podcast brings you investment letters in au...

27 Loka 202110min

Ensemble Fund, 3rd Quarter 2021. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidsca...

27 Loka 202134min

Desert Lion Capital, 3rd Quarter 2021. Letter by Rudi van Niekerk Companies discussed: $CPI.JO $ART.JO $SDO.JO $MST.JO $KARO $KRO.JO $NPN.JO The Capital Literature Podcast brings you investment lette...

26 Loka 202125min

Summers Value Partners, 3rd Quarter 2021. Letter by Andrew Summers The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the invest...

26 Loka 20216min