Mittleman Brothers 4Q21
Mittleman Brothers, 4th Quarter 2021 Companies discussed: $AIMFF $REV $IGT $AMGRF $GRVWF $SGMS $BYDGF $NFLX $JARLF The Capital Literature Podcast brings you investment letters in audio. Capital Liter...
10 Mars 202216min
Packer & Co. 4Q21
Packer & Co, 4th Quarter 2021 Companies discussed: $HES $XOM $POYYF $OPYGY $MSFT $AAPL $FB $AMZN $GOOG $TSLA $UBER $SPOT $LYFT $PYPL $SNAP $TWTR $ZM $Z $HOOD $SPCE $NKLA $GZPFY $GZPMF $OGZPY $CEOHF $O...
10 Mars 20228min
TGV Rubicon Stockpicker Fund 4Q21
TGV Rubicon Stockpicker Fund, 4th Quarter 2021 Letter by Lars Ahns and Thorsten Ahns Companies discussed: $MDCKF $AFGVF $AFGVY $MTAGF $MTGGY $MTTRY $HSWLF $GKSGF $AUUMF $ZLDSF $ZLNDY The Capital Lite...
10 Mars 202213min
TGV Partners Truffle Sub-Fund 4Q21
TGV Partners Truffle Sub-Fund, 4th Quarter 2021 Letter by Jan-Hendrik Mahr Companies discussed: $ASBFF $ASBFY $MDCKF $TLLGF $TCX $ZLPSF $ZOPLY $AAALF $AAALY The Capital Literature Podcast brings you ...
10 Mars 202213min
Berkshire Hathaway Inc. 4Q21
Berkshire Hathaway Inc, 4th Quarter 2021 Letter by Warren E. Buffett Companies discussed: $AAPL $AXP $BAC $BK $CHTR $CVX $KO $GM $ITOCF $ITOCY $MSBHF $MSBHY $MTSUY $MITSF $MITSY $MCO $USB $VZ $OXY $KH...
10 Mars 202230min
Tollymore Investment Partners 4Q21
Tollymore Investment Partners, 4th Quarter 2021 Letter by Mark Walker Companies discussed: $WINE $FTCH $NXGPY $RDBBF $TSCDY $NFLX $TRUP The Capital Literature Podcast brings you investment letters in...
10 Mars 202225min
O'Keefe Stevens Advisory 4Q21
O'Keefe Stevens Advisory, 4th Quarter 2021 Letter by Dominick D'Angelo Top 5 Holdings: $NVDA $QCOM $IVSXF $WY $AMGN Companies discussed: $SEAL.PA $SEAL.PB $TK $INTC $CSFFF The Capital Literature Pod...
10 Mars 202210min
Claret Asset Management 4Q21
Claret Asset Management, 4th Quarter 2021 Letter by Alain Chung Companies discussed: $TSLA $HOOD $LEV $RIVN $BABA The Capital Literature Podcast brings you investment letters in audio. Capital Litera...
10 Mars 202211min
