Capital Literature

Tidefall Capital, 4th Quarter 2021 Letter by Trevor Scott. Companies discussed: $FFXDF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital se...

11 Feb 20225min

Evermore Global Value Fund, 4th Quarter 2021 Letter by David E. Marcus Top Contributors: $CLMT $STOR-B.ST $KKR Top Detractors: $MTGB $SANT.DE $ICEGR.OL Companies discussed: $AKBM.OL $ENZ $ACH.OL The ...

11 Feb 202219min

Palm Harbour Capital, 4th Quarter 2021 Companies discussed: $OCINF $GEAHF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for th...

11 Feb 202233min

Laughing Water Capital, 4th Quarter 2021 Letter by Matthew Sweeney What does parenthood and cannabis legalization have to do with each other? A good note from Matthew Sweeney Companies discussed: $CSP...

11 Feb 202227min

Tweedy Browne Fund, 4th Quarter 2021 Letter by Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Sean McDonald Thomas H. Shrager, John D. Spears, Robert Q. Wyckoff, Jr. Companies discussed: $VRTX $RBSFY ...

11 Feb 202219min

Bill Nygren Market Commentary, 4th Quarter 2021 Letter by William C. Nygren for Oakmark Funds Companies discussed: $NFLX $GOOG $GM $FISV The Capital Literature Podcast brings you investment letters ...

11 Feb 202212min

Palm Valley Capital Fund, 4th Quarter 2021 Letter by Jayme Wiggins and Eric Cinnamond Companies discussed: $AGI $DRQ $CRD-A $WHGLY The Capital Literature Podcast brings you investment letters in aud...

11 Feb 202226min

Steel City Capital, 4th Quarter 2021 Letter by Michael G. Hacke 59% Average Net Long and 8.7% Net Return since 2018 Companies discussed: $GDOT $LSYN $SXC $CVNA $ATEX The Capital Literature Podcast br...

11 Feb 202231min