Capital Literature

Horos Asset Management, 4th Quarter 2021 Letter by Javier Ruiz Companies discussed: $SUHJY $GLNG $MRPRF $ASASF $KCKSF $GRYRF $TLLGF $NGCRF $METC $HCC $PW $PDGNF $SMIZF $MILC $AJSCF $APEMY $TAICF $GBL ...

12 Mar 202259min

GMO, 4th Quarter 2021 Letter Ben Inker Companies discussed: $MIT The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investme...

12 Mar 202220min

Third Point, 4th Quarter 2021 Letter by Daniel S. Loeb Companies discussed: $RIVN $INTU $ACN $UPST $PUK $PUKPF $PSFE $PSFE.WS $DIS $PCG $INTC The Capital Literature Podcast brings you investment lett...

12 Mar 202214min

Desert Lion Capital, 4th Quarter 2021 Letter by Rudi van Niekerk total net return for 2021 to +9.6% Companies discussed: $CKHGY $AILTF $SHOLF $NPSNY $SBYSF $KARO $SBGLF $SBSW $CKHGF $NAPRF The Capita...

12 Mar 202221min

Stewart Asset Management, 4th Quarter 2021 Letter by Thomas M. Valenzuela Companies discussed: $AMZN $DHR $DIS $GOOG $GOOGL $MA $NVDA The Capital Literature Podcast brings you investment letters in a...

12 Mar 20226min

The Boyar Value Group, 4th Quarter 2021 Letter by Mark A. Boyar Companies discussed: $CS $HTZ $TSLA $HOOD $JPM $ARKK $FB $GOOG $GOOGL The Capital Literature Podcast brings you investment letters in a...

12 Mar 202217min

The Mercator International Opportunity Fund, 4th Quarter 2021 Letter by Herve van Caloen Performance +14.27% YTD Companies discussed: $AMZN$GOOG $GOOGL $MELI $THKLY $IRRHF $IFNNY $STM $ASMIY $MTGOF $O...

12 Mar 20229min

Rowan Street Capital, 4th Quarter 2021 Letter by Alex Kopel and Joseph M. Maas Companies discussed: $DOCU $FB $TTD $SPOT $UAA $UA The Capital Literature Podcast brings you investment letters in audio...

10 Mar 202221min