Capital Literature

Desert Lion Capital, 2nd Quarter 2021. Letter by Rudi van Niekerk Companies discussed: $KARO $ART.JO The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Seb...

3 Aug 202113min

Alta Fox Capital, 2nd Quarter 2021. Letter by Connor Haley The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment com...

3 Aug 20218min

Akre Capital Management: Focus Fund, 2nd Quarter 2021. Letter by John Neff & Chris Cerrone Top 10 Holdings: $MCO $MA $AMT $V $CSU.TO $KMX $KKR $ADBE $CSGP $ROP The Capital Literature Podcast brings y...

3 Aug 20213min

Summer Value Partners, 2nd Quarter 2021. Letter by Andrew Summers Companies discussed: $NOTV $UTMD $GUD.TO The Capital Literature Podcast brings you investment letters in audio. Capital Literature is...

3 Aug 20217min

Arquitos Capital Management, 2nd Quarter 2021. Letter by Steven L. Kiel Companies discussed: $NTP $MMAC The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a ...

3 Aug 20216min

Starvine Capital, 2nd Quarter 2021. Letter by Steven Ko The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment commun...

3 Aug 20218min

Miller Value Partners: Income Strategy, 2nd Quarter 2021. Letter by Bill Miller Companies discussed: $VALE $CHS $APO $CC $HMPT $ENDP $MSTR The Capital Literature Podcast brings you investment letters...

3 Aug 202112min

Donville Kent Asset Management: ROE Reporter, 2nd Quarter 2021. Report by J. P. Donville & Jesse Gamble Companies discussed: $PLUR $NOW The Capital Literature Podcast brings you investment letters in...

3 Aug 202115min