Arch Capital Fund 1Q22
Arch Capital Fund, 1st Quarter 2022 Letter by Brett Schafer, Brady Henderson, and Ryan Henderson Companies discussed: $SFM $SPOT $NNI $EA $NTDOY $TTWO $ADSK $WIX $MTCH $HRBR $IDN $SWMAF $CNRFF The Ca...
24 Apr 202210min
Curreen Capital 1Q22
Curreen Capital, 1st Quarter 2022 Letter by Christian Ryther Companies discussed: $AOUT $GETB.L #Truecaller #Nilorn #Jackson #BRK-B The Capital Literature Podcast brings you investment letters in aud...
24 Apr 20224min
NZS Capital 1Q22
NZS Capital, 1st Quarter 2022 Companies discussed: $PARA $TMUS $NEXOF $SAIL $NTDOY $FB $LRCX $CRM $SUI $PYPL $OKTA The Capital Literature Podcast brings you investment letters in audio. Capital Lite...
24 Apr 20228min
Hoisington Investment Management 1Q22
Hoisington Investment Management, 1st Quarter 2022 The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community....
24 Apr 202217min
O'Keefe Stevens 1Q22
O'Keefe Stevens, 1st Quarter 2022 Letter by Dominick D'Angelo Companies discussed: $AMGN $BGCP $DFIN $EAF $INTC $L $NMRK $NVDA $QCOM The Capital Literature Podcast brings you investment letters in a...
24 Apr 202210min
Ensemble Fund 1Q22
Ensemble Fund, 1st Quarter 2022 Companies discussed: $CMG $GOOG $GOOGL $HD $ILMN $MA $MASI $NFLX $RACE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a S...
24 Apr 202233min
Greenlight Capital 1Q22
Greenlight Capital, 1st Quarter 2022 Companies discussed: $GRBK $BHF $INSW $RYAAY $SNX $SWN $WFRD The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids...
24 Apr 202217min
Nelson Capital 1Q22
Nelson Capital, 1st Quarter 2022 Companies discussed: $AEM $XOM $MSFT $AMZN $DIS $COST $VTR $CHWY The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids...
24 Apr 20224min
