Capital Literature

Tao Value, 4th Quarter 2021 Companies discussed: $RBLX $GOOG $CACC $SE $PDD $1268.HK $AVLR $TEAM $BILI $1773.HK $TAL $BEKE $1579.HK $ADS The Capital Literature Podcast brings you investment letters i...

1 Mar 20229min

Riverpark/Wedgewood Fund, 4th Quarter 2021 Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan. Companies discussed: $AAPL $TPL $TSCO The Capital Literature Podcast brings you inve...

1 Mar 202255min

Alluvial Capital Management, 4th Quarter 2021 Letter by Dave Waters Companies discussed: $PX $LICT $CRAWA $GTX $UD.MI $TIM.WSE The Capital Literature Podcast brings you investment letters in audio. C...

25 Feb 202216min

Alphyn Capital Management, 4th Quarter 2021 Letter by Samer Hakoura Companies discussed: $GOOG $EXXRF $FRFHF $IAC $OACB $WANSF $W The Capital Literature Podcast brings you investment letters in audio...

25 Feb 202228min

FMI Large Cap Equity, 4th Quarter 2021 Companies discussed: $DLTR $MAS $UNH $PHG $CMCSA $UL $SNN $BKNG The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a S...

25 Feb 202215min

FMI Small Cap Equity, 4th Quarter 2021 Companies discussed: $FCFS $FLS $HLF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for ...

25 Feb 202214min

FMI International Equity, 4th Quarter 2021 Companies discussed: $FERG $SONY $SMIN.L $PHG $NCTKY $UL $JMHLY $BAC The Capital Literature Podcast brings you investment letters in audio. Capital Literatu...

25 Feb 202215min

FMI All Cap Equity, 4th Quarter 2021 Companies discussed: $WKHS $GME $AMC $SDC $Z $ZG $PTON $DKNG The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids...

25 Feb 202215min