Horos Asset Management 4Q21
Horos Asset Management, 4th Quarter 2021 Letter by Javier Ruiz Companies discussed: $SUHJY $GLNG $MRPRF $ASASF $KCKSF $GRYRF $TLLGF $NGCRF $METC $HCC $PW $PDGNF $SMIZF $MILC $AJSCF $APEMY $TAICF $GBL ...
12 Mars 202259min
GMO 4Q21
GMO, 4th Quarter 2021 Letter Ben Inker Companies discussed: $MIT The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investme...
12 Mars 202220min
Third Point 4Q21
Third Point, 4th Quarter 2021 Letter by Daniel S. Loeb Companies discussed: $RIVN $INTU $ACN $UPST $PUK $PUKPF $PSFE $PSFE.WS $DIS $PCG $INTC The Capital Literature Podcast brings you investment lett...
12 Mars 202214min
Desert Lion Capital 4Q21
Desert Lion Capital, 4th Quarter 2021 Letter by Rudi van Niekerk total net return for 2021 to +9.6% Companies discussed: $CKHGY $AILTF $SHOLF $NPSNY $SBYSF $KARO $SBGLF $SBSW $CKHGF $NAPRF The Capita...
12 Mars 202221min
Stewart Asset Management 4Q21
Stewart Asset Management, 4th Quarter 2021 Letter by Thomas M. Valenzuela Companies discussed: $AMZN $DHR $DIS $GOOG $GOOGL $MA $NVDA The Capital Literature Podcast brings you investment letters in a...
12 Mars 20226min
The Boyar Value Group 4Q21
The Boyar Value Group, 4th Quarter 2021 Letter by Mark A. Boyar Companies discussed: $CS $HTZ $TSLA $HOOD $JPM $ARKK $FB $GOOG $GOOGL The Capital Literature Podcast brings you investment letters in a...
12 Mars 202217min
The Mercator International Opportunity Fund 4Q21
The Mercator International Opportunity Fund, 4th Quarter 2021 Letter by Herve van Caloen Performance +14.27% YTD Companies discussed: $AMZN$GOOG $GOOGL $MELI $THKLY $IRRHF $IFNNY $STM $ASMIY $MTGOF $O...
12 Mars 20229min
Rowan Street Capital 4Q21
Rowan Street Capital, 4th Quarter 2021 Letter by Alex Kopel and Joseph M. Maas Companies discussed: $DOCU $FB $TTD $SPOT $UAA $UA The Capital Literature Podcast brings you investment letters in audio...
10 Mars 202221min
