Maran Partners Fund 1Q22
Maran Partners Fund, 1st Quarter 2022 Letter by Dan Roller Companies discussed: $CDRE $CLAR $CSPLF $CUSPY $PCYO The Capital Literature Podcast brings you investment letters in audio. Capital Literatu...
29 Apr 202210min
Artisan International Value Fund 1Q22
Artisan International Value Fund, 1st Quarter 2022 Letter by N. David Samra, Ian P. McGonigle and Joseph Vari Companies discussed: $INGVF $DANOY $ACGL $ST $GRMN The Capital Literature Podcast brings ...
27 Apr 202220min
Artisan Mid Cap Fund 1Q22
Artisan Mid Cap Fund, 1st Quarter 2022 Letter by Matthew H. Kamm, James D. Hamel, Craigh A. Cepukenas, Jason L. White and Jay C. Warner Companies discussed: $APTV $APTV.PA $BURL $CNHI $COO $DDOG $DE $...
27 Apr 202226min
Crescat Capital Monthly Research Letter
Crescat Capital Monthly Research Letter Letter by Kevin C. Smith and Tavi Costa The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service f...
27 Apr 202224min
Longleaf Partners Small-Cap Fund 1Q22
Longleaf Partners Small-Cap Fund, 1st Quarter 2022 Companies discussed: $CNX $OSCR $KODK $WTM $VMEO $LNXSY The Capital Literature Podcast brings you investment letters in audio. Capital Literature is...
27 Apr 20226min
Longleaf Partners International Fund 1Q22
Longleaf Partners International Fund, 1st Quarter 2022 Companies discussed: $CKHUY $PROSY $MDEVF $LNXSF $EXXRF $FNNTF $BABA The Capital Literature Podcast brings you investment letters in audio. Capi...
27 Apr 20229min
Longleaf Partners Fund 1Q22
Longleaf Partners Fund, 1st Quarter 2022 Companies discussed: $CNX $IAC $AMG $LUMN $LBRDA The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital...
27 Apr 20227min
Longleaf Partners Global Fund 1Q22
Longleaf Partners Global Fund, 1st Quarter 2022 Companies discussed: $CNX $CKHUY $FRFHF $HDVY $CLNXF $PROSY $IAC $MDEVF $FISV $GREE The Capital Literature Podcast brings you investment letters in aud...
27 Apr 20229min
