Capital Literature

Goehring & Rozencwajg Market Commentary, 3rd Quarter 2021. "The energy crisis unfolding across Europe, Asia, and South America caught almost everybody by surprise – but not our readers, we hope." Com...

8 Feb 20221h 20min

Ariel Investment Trust Funds, 3rd Quarter 2021. Companies discussed: $NLSN $MRC $GNTX $MANU $EPL $MSGS $KN $MSGE $MSGN $MDP $JLL $MAS $SRCL $IPG $SCHW $PGR $SRCL $APA $MOS $VIAC $LMT $WU The Capita...

8 Feb 20221h 10min

Argosy Investors, 3rd Quarter 2021. 17.1% YTD. Companies discussed: $ESI $TAP $EPAM $DAVA $GDYN $GXO $JD $WFC $DFH $XPO $Go $RRTS The Capital Literature Podcast brings you investment letters in au...

8 Feb 202210min

Miller Howard Investments, 3rd Quarter 2021. Companies discussed: $TXN $RF $BK $CMI $HIW $MGA $CUZ $KO $OMF $OMF $WBA $LYB The Capital Literature Podcast brings you investment letters in audio. Capi...

7 Feb 202232min

Hayden Capital, 3rd Quarter 2021. Letter by Fred Liu Companies discussed: $COIN $ZO.1 The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital ser...

1 Dec 202136min

Farrer Wealth Managed Solutions, 3rd Quarter 2021. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community....

1 Dec 202124min

Artko Capital, 3rd Quarter 2021. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap...

1 Dec 20218min

McIntyre Partnerships, 3rd Quarter 2021. Letter by Chris McIntyre The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investm...

1 Dec 20214min