Headwaters Capital 1Q22
Headwaters Capital, 1st Quarter 2022 Letter by Christopher Godfrey Companies discussed: $NOTV The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Cap...
20 Apr 202221min
White Brook Capital
White Brook Capital, 1st Quarter 2022 Letter by Basil F. Alsikafi Companies discussed: $MGM $IAC $MTCH $VMEO $MHK $QRTEA $KAR The Capital Literature Podcast brings you investment letters in audio. C...
20 Apr 202210min
Rowan Street Capital 1Q22
Rowan Street Capital, 1st Quarter 2022 Letter by Alex Kopel and Joe Maas Companies discussed: $SPOT $FB $TTD $DOCU $SHOP $NFLX The Capital Literature Podcast brings you investment letters in audio. C...
20 Apr 202211min
Laughing Water Capital 1Q22
Laughing Water Capital, 1st Quarter 2022 Letter by Matthew Sweeney Companies discussed: $AIM.TO $CSP.L $MSOS $TACT $THRY $CSPLF $HMHC The Capital Literature Podcast brings you investment letters in ...
20 Apr 202221min
Smead Value Fund 1Q22
Smead Value Fund, 1st Quarter 2022 Letter by Bill Smead and Cole Smead Companies discussed:$CLR $OXY $COP $LEN $DHI $NVR The Capital Literature Podcast brings you investment letters in audio. Capital...
17 Apr 20227min
Madison Mid Cap Fund 1Q22
Madison Mid Cap Fund, 1st Quarter 2022 Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich Companies discussed: $MMCRX $MDCIX $GTSGX $MERAX The Capital Literature Podcast brings you investment...
17 Apr 20228min
Madison Investors Fund 1Q22
Madison Investors Fund, 1st Quarter 2022 Letter by Rich Eisinger, Haruki Toyama, Joe Maginot and Matt Hayner Companies discussed: $MNVRX $MIVIX $MINVX $MNVAX $BKI $PPG $LBRDA $LBRDB $TJX $DLTR $PGR $B...
17 Apr 20229min
Madison Dividend Income Fund 1Q22
Madison Dividend Income Fund, 1st Quarter 2022 Letter by John Brown and Drew Justman Companies discussed: $BHBFX $MDMIX $MADAX $MADRX $BKR $EOG $NUE The Capital Literature Podcast brings you investme...
17 Apr 20227min
