Desert Lion Capital 2Q21
Desert Lion Capital, 2nd Quarter 2021. Letter by Rudi van Niekerk Companies discussed: $KARO $ART.JO The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Seb...
3 Elo 202113min
Alta Fox Capital 2Q21
Alta Fox Capital, 2nd Quarter 2021. Letter by Connor Haley The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment com...
3 Elo 20218min
Akre Capital Management: Focus Fund 2Q21
Akre Capital Management: Focus Fund, 2nd Quarter 2021. Letter by John Neff & Chris Cerrone Top 10 Holdings: $MCO $MA $AMT $V $CSU.TO $KMX $KKR $ADBE $CSGP $ROP The Capital Literature Podcast brings y...
3 Elo 20213min
Summer Value Partners 2Q21
Summer Value Partners, 2nd Quarter 2021. Letter by Andrew Summers Companies discussed: $NOTV $UTMD $GUD.TO The Capital Literature Podcast brings you investment letters in audio. Capital Literature is...
3 Elo 20217min
Arquitos Capital Management 2Q21
Arquitos Capital Management, 2nd Quarter 2021. Letter by Steven L. Kiel Companies discussed: $NTP $MMAC The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a ...
3 Elo 20216min
Starvine Capital 2Q21
Starvine Capital, 2nd Quarter 2021. Letter by Steven Ko The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment commun...
3 Elo 20218min
Miller Value Partners: Income Strategy 2Q21
Miller Value Partners: Income Strategy, 2nd Quarter 2021. Letter by Bill Miller Companies discussed: $VALE $CHS $APO $CC $HMPT $ENDP $MSTR The Capital Literature Podcast brings you investment letters...
3 Elo 202112min
Donville Kent Asset Management: ROE Reporter 2Q21
Donville Kent Asset Management: ROE Reporter, 2nd Quarter 2021. Report by J. P. Donville & Jesse Gamble Companies discussed: $PLUR $NOW The Capital Literature Podcast brings you investment letters in...
3 Elo 202115min
