Capital Literature

Richie Capital Group, 2nd Quarter 2021. Letter by Khadir Richie Companies discussed: $INS $MKTX $VMD $TTD $MSCI $ADBE The Capital Literature Podcast brings you investment letters in audio. Capital Li...

2 Aug 202117min

Long River Investments, 2nd Quarter 2021. Letter by Graham F. Rhodes. Companies discussed: $BABA $GOOG $HKTVY $MA $NTDOY $AMZN $FB $HDB $TCEHY $TCS.IL $GDS The Capital Literature Podcast brings you i...

2 Aug 202112min

First Eagle Investment Management: Global Fund, 2nd Quarter 2021. Companies discussed: $ORCL $CFR.SW $XOM $FB $SOMLY $KMTUY $MITEY $BKNG $BBL.BK The Capital Literature Podcast brings you investment l...

2 Aug 202112min

Fiduciary Management: Small Cap Equity, 2nd Quarter 2021. Companies discussed: $AVY $HLI $FCFS $CDK $TRN $AIT The Capital Literature Podcast brings you investment letters in audio. Capital Literatur...

2 Aug 202110min

Old West Investment Management, 2nd Quarter 2021. Letter by Joseph Boskovich, Sr. Companies discussed: $RFL $U.TO The Capital Literature Podcast brings you investment letters in audio. Capital Liter...

2 Aug 202112min

Maran Capital Management, 2nd Quarter 2021. Letter by Dan Roller. Companies discussed: $CLAR $CTT $CRSS $PCYO $SLGD $AOUT $TPB $FREE The Capital Literature Podcast brings you investment letters in au...

30 Jul 202123min

Wedgewood Partners, 2nd Quarter 2021. Letter by David A. Rolfe, Michael X. Quigley, Cristopher T. Jersan. Companies discussed: $TSM $CDW $CPRT $GOOG $EW $FB $PYPL $MSI $ALC $BKNG $PGR $SBUX $ODF $ALC ...

30 Jul 202134min

GreenWood Investors, 2nd Quarter 2021. Letter by Steven Wood. Companies discussed: $CTT $SEPGY $VRT $LTRPA $PTON $SCPPF The Capital Literature Podcast brings you investment letters in audio. Capital ...

27 Jul 20218min