Capital Literature

Baron Opportunity Fund, 4th Quarter 2021 Letter by Michael A. Lippert Companies discussed: $RIVN $MSFT $TSLA $NVDA $GOOG $GOOGL $SNAP $SFIX $PYPL $TRIP $NRDY $MRTX $CTV $FIGS $MRK $OPEN $Z $PINS The ...

28 Mar 202240min

Larry Fink's 2022 Chairman's Letter To Shareholders Letter by Laurence D. Fink The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service f...

26 Mar 202231min

Miller/Howard Investments, 4th Quarter 2021 Companies discussed: $MDC $AVGO $EMN $ABBV $MRK $KEY $AMCR $MPLX $ORI $ALL $SBRA $JNJ $SNA $MPLX $PPL $CP $D $ETRN $PDCE $PBA $ARCB $MATX $SIG $MOV $AIT $...

20 Mar 202231min

Massif Capital, 4th Quarter 2021 Letter by Will Thomson and Chip Russel Companies discussed: $LAC $AFMJF $IVPAF $VWDRY $VWSYF $EQX $GSL.PB $GSL The Capital Literature Podcast brings you investment l...

20 Mar 202226min

ClearBridge All Strategies, 4th Quarter 2021 Companies discussed: $ETSY $CRWD $HUBS $DOCU $LYFT $RARE $TXG $AVGO $UNH $WOLF $STX $VRTX $TWTR $CMCSA $BIIB $GH PFE$ UNH $UNP $UPS $GOOG $GOOGL $NVDA $MSF...

20 Mar 20223h 42min

Gator Capital Management, 4th Quarter 2021 Companies discussed: $PFSI $INBK $KINS $OMF $AXP $NAVI $JSM $FBP $OFG $WAL $CS $LC $LKFN $VCTR $RLGY $AMBC $ACT $GNW The Capital Literature Podcast brings y...

19 Mar 202214min

Shadowridge Value, Year End 2021 Investor Letter Letter by Brett Dorendorf Companies discussed: $ABANF $RDFN $KPGHF The Capital Literature Podcast brings you investment letters in audio. Capital Lite...

19 Mar 202232min

Bonhoeffer Capital Management, 4th Quarter 2021 Letter by Keith D. Smith Companies discussed: $GTN $SSP $TIAOF $WLLSF $CSP $BFS $NXST $DISCA $CHTR $NFLX $ROKU $BRK.A $BRK.B The Capital Literature Pod...

19 Mar 202235min