Old West Investment Management 4Q21
Old West Investment Management, 4th Quarter 2021 Letter by Joseph Boskovich, Sr. Companies discussed: $GM $WMT $XOM $FORD $GE #5G #uranium #miners The Capital Literature Podcast brings you investmen...
18 Mars 202210min
Hirschmann Capital 2H21
Hirschmann Capital, 2H 2021 Letter by Brian Hirschmann The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment communi...
18 Mars 20227min
Motiwala Capital 4Q21
Motiwala Capital, 4th Quarter 2021 Letter by Adib Motiwala Companies discussed: $BTI $CHTR $HDB $MSFT $NVR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is...
18 Mars 20229min
Silver Ring Value Partners 4Q21
Silver Ring Value Partners, 4th Quarter 2021 Letter by Gary Mishuris Companies discussed: $CTHR $QRTEA $DISCK $OI $SFM $PETS $GTXAP $TLT $MAT The Capital Literature Podcast brings you investment lett...
18 Mars 202234min
Overseas Asset Management 4Q21
Overseas Asset Management, 4th Quarter 2021 Letter by Desmond Kinch Companies discussed: $HOOD $CICOY #COSCO #COSCOShippingInternational $AMZN $SEQUX $BAJFINANCE.NS The Capital Literature Podcast br...
18 Mars 202223min
Oakmark Select Fund 4Q21
Oakmark Select Fund, 4th Quarter 2021 Letter by William C. Nygren, Tony Coniaris and Win Murray Companies discussed: $CBRE $GOOG $C $CHTR The Capital Literature Podcast brings you investment letters ...
12 Mars 20226min
Oakmark International Fund 4Q21
Oakmark International Fund, 4th Quarter 2021 Letter by David G. Herro and Michael L. Manelli Companies discussed: $CNHI $BABA The Capital Literature Podcast brings you investment letters in audio. Ca...
12 Mars 20228min
Oakmark Global Select Fund 4Q21
Oakmark Global Select Fund, 4th Quarter 2021 Letter by David G. Herro, William C. Nygren, Tony Coniaris and Eric Liu Companies discussed: $BABA $GOOG $DAI.DU $DTRUY The Capital Literature Podcast br...
12 Mars 20227min
