Capital Literature

Argosy Investors, 4th Quarter 2021 Companies discussed: $LESL $AGIL $CURV The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the...

11 Feb 202211min

Akre Capital Management, 4th Quarter 2021 Letter by John Neff and Chris Cherrone Top 5 positive contributors: $KKR $MCO $AMT $CSU.TO $DLTR Top 5 detractors: $TOI.V $CSGP $CRM $V $ADBE Companies discus...

11 Feb 20224min

Curreen Capital, 4th Quarter 2021 Letter by Christian Ryther Companies discussed: #Dickies $GETB.L $AOUT $CNDT $ASAI.ST $JXN $IPO $TRUE-B.ST $WIX.L $CDON.ST The Capital Literature Podcast brings you ...

11 Feb 202214min

Aikya Fund, 4th Quarter 2021 Companies discussed: #Safaricom #m-Pesa $ESG $SKM $VOD The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital servi...

11 Feb 202216min

Black Bear Value Partners, 4th Quarter 2021 Top 5 Contributos: $AN $GRBK $SRG $BRK-B $BLDR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capit...

11 Feb 202213min

Altron Capital Management, 4th Quarter 2021 Companies discussed: $BABA $AZO $GTX $MX $MELI $SOFI $SPOT $9684.T $SKT The Capital Literature Podcast brings you investment letters in audio. Capital Lit...

11 Feb 202213min

Guardian Capital, 4th Quarter 2021 "Over the past few years, the median valuation of younger #SaaS businesses almost doubled from around 8 times revenues to 15 times" Companies discussed: $SNOW $DDOG ...

10 Feb 202237min

Sohra Peak Capital Partners, 4th Quarter 2021 Letter by Jonathan A. Cukierwar Companies discussed: $GSY.TO $MAD.AX $GS $ARKK The Capital Literature Podcast brings you investment letters in audio. Ca...

10 Feb 202216min