Mindset Value 1Q2021
Mindset Value, 1st Quarter 2021. Letter by Aaron Edelheit. Companies discussed: $ARA $BOLSAA $FDJ $HQI $BRND $MRCQF The Capital Literature Podcast brings you investment letters in audio. Capital Lite...
10 Touko 20215min
White Brook Capital 1Q2021
White Brook Capital, 1st Quarter 2021. Letter by Basil F. Alsikafi. Companies discussed: $YEXT $DISCA $DISCK $MOS $BOX $ALK $FSLR $ITRI $CNDT $BRMK $CCOI $POST $PBI The Capital Literature Podcast br...
9 Touko 202116min
Boyar Value Group 1Q2021
Boyar Value Group, 1st Quarter 2021. Letter by Mark A. Boyar and Jonathan I. Boyar. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital servi...
9 Touko 202121min
Greenhaven Road Capital 1Q2021
Greenhaven Road Capital, 1st Quarter 2021. Letter by Scott Miller. Companies discussed: $KKR $PAR $ESTC $RICK $APPS The Capital Literature Podcast brings you investment letters in audio. Capital Lite...
4 Touko 202123min
Alluvial Capital 1Q2021
Alluvial Capital Management, 1st Quarter 2021. Letter by Dave Waters. Companies discussed: $PIOE $CRAWA $LGNC $WHLR $MMAC The Capital Literature Podcast brings you investment letters in audio. Capita...
4 Touko 202114min
Tao Value 1Q2021
Tao Value, 1st Quarter 2021. Letter by Tao Value. Companies discussed: $TAL $FUTU The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service...
4 Touko 202115min
Steel City Capital 1Q2021
Steel City Capital Investments, 1st Quarter 2021. Letter by Michael G. Hacke. Companies discussed: $ATEX $LSYN $TRUP $WDFC $NWSA $SIGA $CVNA The Capital Literature Podcast brings you investment lette...
4 Touko 202143min
Maran Partners Fund 1Q2021
Maran Partners Fund, 1st Quarter 2021. Letter by Dan Roller. Companies discussed: $CLAR $TPB $AOUT $FREE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a...
1 Touko 20219min
