Sterling Partners Equity Advisors 4Q21
Sterling Partners Equity Advisors, 4th Quarter 2021 Letter by Kevin Silverman Top Contributors: $NSA $MTH $ENVA $NTCT $HMST $LGF Bottom Contributors: $HAE $GDOT $ATCX $CRSR $LE $DRQ The Capital Lite...
10 Mars 202216min
Merion Road Capital 4Q21
Merion Road Capital, 4th Quarter 2021 Letter by Aaron Sallen Companies discussed: $FERG $ATVI $LEAT $LNSR $RCKY The Capital Literature Podcast brings you investment letters in audio. Capital Literatu...
6 Mars 20228min
Diamond Hill Small Cap Fund 4Q21
Diamond Hill Small Cap Fund, 4th Quarter 2021 Letter by Aaron Monroe, Kristen Sheffield and Chris Welch Companies discussed: $RHP $ERII $JOUT $RCKY The Capital Literature Podcast brings you investmen...
6 Mars 202213min
Polen Global Growth Commentary 4Q21
Polen Global Growth Commentary, 4th Quarter 2021 Letter by Damon Ficklin and Jeff Mueller Companies discussed: $ALGN $ADSK $V The Capital Literature Podcast brings you investment letters in audio. Ca...
6 Mars 202222min
Polen International Growth Commentary 4Q21
Polen International Growth Commentary, 4th Quarter 2021 Letter by Todd Morris and Daniel Fields Companies discussed: $ACN $SGPYY $AON $MDT $BABA $ADDYY $EDU $DASTY $MELI The Capital Literature Podca...
6 Mars 202214min
Polen Capital Focus Growth 4Q21
Polen Capital Focus Growth, 4th Quarter 2021 Letter by Damon Ficklin and Jeff Mueller Companies discussed: $AMZN $DOCU The Capital Literature Podcast brings you investment letters in audio. Capital L...
6 Mars 202215min
Giverny Capital Asset Management 4Q21
Giverny Capital Asset Management, 4th Quarter 2021 Letter by David M. Poppe Top 10 holdings: $GOOG $KMX $ANET $SCHW $CNSWF $PGR $CACC $SSNC $HEI $FB2A.BE Companies discussed: $Z $CME $CIEN $JPM $ERFSF...
6 Mars 202238min
Nordstern Capital 4Q21
Nordstern Capital, 4th Quarter 2021 Letter by Johannes Arnold Companies discussed: $IPMLF $STNE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids C...
6 Mars 202211min
