Greenlight Capital 4Q21
Greenlight Capital, 4th Quarter 2021 Companies discussed: $BHF $TECK $DNMR $GPN $CPRI $GLPG $ODP The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids ...
6 Mars 202218min
Whitebrook Capital 4Q21
Whitebrook Capital, 4th Quarter 2021 Letter by Basil F. Alsikafi Companies discussed: $GME $AMC $KAR $RILY $MOS $QRTEA $PBI The Capital Literature Podcast brings you investment letters in audio. Capi...
6 Mars 202210min
Weitz Value Fund 4Q21
Weitz Value Fund , 4th Quarter 2021 Letter by Brad Hinton TOP Contributors: $ACN $VMC $SCHW $TMO $AZO TOP Detractors: $LBDRK $CSGP $FIS $CMCSA $CRM The Capital Literature Podcast brings you investmen...
4 Mars 202213min
Weitz Hickory Fund 4Q21
Weitz Hickory Fund, 4th Quarter 2021 Letter by Wally Weitz and Drew Weitz Companies discussed: $LBRDA The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a S...
4 Mars 202212min
SAGA Partners 4Q21
SAGA Partners, 4th Quarter 2021 Letter by Joe Frankenfield Companies discussed: $RDFN The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital ser...
4 Mars 202236min
Polen U.S. SMID Company Growth 4Q21
Polen U.S. SMID Company Growth, 4th Quarter 2021 Letter by Rob Forker Companies discussed: $DAVA $GLOB $THULE.ST $2412.T $PAYC $4776.T $RVLV $ASGTF $TEMN.SW The Capital Literature Podcast brings you ...
4 Mars 20229min
Polen Capital International Small Company Growth 4Q21
Polen Capital International Small Company Growth, 4th Quarter 2021 Letter by Rob Forker and Troy Renauld Companies discussed: $TPW.AX $AMP.MI $HSV.L $SCOTF $MYTE $GB0007689002.SG $MYTE $TMXXF $012510....
4 Mars 202213min
Polen Capital U.S. Small Company Growth 4Q21
Polen Capital U.S. Small Company Growth, 4th Quarter 2021 Letter by Rayna Lesser Hannaway Companies discussed: $BIGC $TRUP $DAVA $FOXF $RVLV $OLO $DCT $BIGC $SLP $APPF $WRBY $GSHD $PCTY $ETSY The Cap...
4 Mars 202213min
