Third Avenue Value Fund 4Q21

Maran Partners Fund, 1st Quarter 2022 Letter by Dan Roller Companies discussed: $CDRE $CLAR $CSPLF $CUSPY $PCYO The Capital Literature Podcast brings you investment letters in audio. Capital Literatu...

29 Apr 202210min

Artisan International Value Fund, 1st Quarter 2022 Letter by N. David Samra, Ian P. McGonigle and Joseph Vari Companies discussed: $INGVF $DANOY $ACGL $ST $GRMN The Capital Literature Podcast brings ...

27 Apr 202220min

Artisan Mid Cap Fund, 1st Quarter 2022 Letter by Matthew H. Kamm, James D. Hamel, Craigh A. Cepukenas, Jason L. White and Jay C. Warner Companies discussed: $APTV $APTV.PA $BURL $CNHI $COO $DDOG $DE $...

27 Apr 202226min

Crescat Capital Monthly Research Letter Letter by Kevin C. Smith and Tavi Costa The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service f...

27 Apr 202224min

Longleaf Partners Small-Cap Fund, 1st Quarter 2022 Companies discussed: $CNX $OSCR $KODK $WTM $VMEO $LNXSY The Capital Literature Podcast brings you investment letters in audio. Capital Literature is...

27 Apr 20226min

Longleaf Partners International Fund, 1st Quarter 2022 Companies discussed: $CKHUY $PROSY $MDEVF $LNXSF $EXXRF $FNNTF $BABA The Capital Literature Podcast brings you investment letters in audio. Capi...

27 Apr 20229min

Longleaf Partners Fund, 1st Quarter 2022 Companies discussed: $CNX $IAC $AMG $LUMN $LBRDA The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital...

27 Apr 20227min

Longleaf Partners Global Fund, 1st Quarter 2022 Companies discussed: $CNX $CKHUY $FRFHF $HDVY $CLNXF $PROSY $IAC $MDEVF $FISV $GREE The Capital Literature Podcast brings you investment letters in aud...

27 Apr 20229min