Capital Literature

Miller Value Partners, 2nd Quarter 2021. Letter by Bill Miller. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investmen...

27 Jul 20217min

JDP Capital Management, 2nd Quarter 2021. Letter by Jeremy Deal Companies discussed: $SPOT $ROKU $DRTT $DRT.TO $BLDR $INDV.L $STNE The Capital Literature Podcast brings you investment letters in audi...

25 Jul 202131min

NZS Capital, 2nd Quarter 2021. Companies discussed: $NVDA $NET $CRM $TMUS $MSFT $SHOP $CSTM The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capi...

24 Jul 202115min

Black Bear Value Partners, 2nd Quarter 2021. Letter by Adam Schwartz. Companies discussed: $AN $BRK $NVR $NTDOY $TPL The Capital Literature Podcast brings you investment letters in audio. Capital Li...

23 Jul 202112min

Headwaters Capital, 2nd Quarter 2021. Letter by Christopher Godfrey. Companies discussed: $BSY $INSP $MASI $ABCM The Capital Literature Podcast brings you investment letters in audio. Capital Literat...

23 Jul 202117min

Worm Capital, 2nd Quarter 2021. Letter by Arne Alsin, Zak Lash, Daniel Crowley, Eric Markowitz, Philip Bland & Emily Bullock. Companies discussed: $TSLA $SPOT $SHOP $ABNB $AMZN $NFLX $TME The Capital...

19 Jul 202121min

T11 Capital Management, 2nd Quarter 2021. Letter by Ali Meshkati. Companies discussed: $DASH $OPEN $Z $GRWG $TSLA $WISH $USD $TLRY $NET $SNOW $COIN $RBLX The Capital Literature Podcast brings you inv...

19 Jul 20214min

SVN Capital, 2nd Quarter 2021. Letter by Shreekkanth ("Shree") Viswanathan. Companies discussed: $EVO.ST $SHVA.TA $DIA.MI $HEI $KKR $NWL $LVC.WA $VRSN $IHG The Capital Literature Podcast brings you i...

19 Jul 202125min