Capital Literature

Headwaters Capital, 1st Quarter 2022 Letter by Christopher Godfrey Companies discussed: $NOTV The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Cap...

20 Huhti 202221min

White Brook Capital, 1st Quarter 2022 Letter by Basil F. Alsikafi Companies discussed: $MGM $IAC $MTCH $VMEO $MHK $QRTEA $KAR The Capital Literature Podcast brings you investment letters in audio. C...

20 Huhti 202210min

Rowan Street Capital, 1st Quarter 2022 Letter by Alex Kopel and Joe Maas Companies discussed: $SPOT $FB $TTD $DOCU $SHOP $NFLX The Capital Literature Podcast brings you investment letters in audio. C...

20 Huhti 202211min

Laughing Water Capital, 1st Quarter 2022 Letter by Matthew Sweeney Companies discussed: $AIM.TO $CSP.L $MSOS $TACT $THRY $CSPLF $HMHC The Capital Literature Podcast brings you investment letters in ...

20 Huhti 202221min

Smead Value Fund, 1st Quarter 2022 Letter by Bill Smead and Cole Smead Companies discussed:$CLR $OXY $COP $LEN $DHI $NVR The Capital Literature Podcast brings you investment letters in audio. Capital...

17 Huhti 20227min

Madison Mid Cap Fund, 1st Quarter 2022 Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich Companies discussed: $MMCRX $MDCIX $GTSGX $MERAX The Capital Literature Podcast brings you investment...

17 Huhti 20228min

Madison Investors Fund, 1st Quarter 2022 Letter by Rich Eisinger, Haruki Toyama, Joe Maginot and Matt Hayner Companies discussed: $MNVRX $MIVIX $MINVX $MNVAX $BKI $PPG $LBRDA $LBRDB $TJX $DLTR $PGR $B...

17 Huhti 20229min

Madison Dividend Income Fund, 1st Quarter 2022 Letter by John Brown and Drew Justman Companies discussed: $BHBFX $MDMIX $MADAX $MADRX $BKR $EOG $NUE The Capital Literature Podcast brings you investme...

17 Huhti 20227min