Richie Capital Group 2Q2021
Richie Capital Group, 2nd Quarter 2021. Letter by Khadir Richie Companies discussed: $INS $MKTX $VMD $TTD $MSCI $ADBE The Capital Literature Podcast brings you investment letters in audio. Capital Li...
2 Aug 202117min
Long River Investments 2Q21
Long River Investments, 2nd Quarter 2021. Letter by Graham F. Rhodes. Companies discussed: $BABA $GOOG $HKTVY $MA $NTDOY $AMZN $FB $HDB $TCEHY $TCS.IL $GDS The Capital Literature Podcast brings you i...
2 Aug 202112min
First Eagle Investment Management: Global Fund 2Q21
First Eagle Investment Management: Global Fund, 2nd Quarter 2021. Companies discussed: $ORCL $CFR.SW $XOM $FB $SOMLY $KMTUY $MITEY $BKNG $BBL.BK The Capital Literature Podcast brings you investment l...
2 Aug 202112min
Fiduciary Management: Small Cap Equity 2Q21
Fiduciary Management: Small Cap Equity, 2nd Quarter 2021. Companies discussed: $AVY $HLI $FCFS $CDK $TRN $AIT The Capital Literature Podcast brings you investment letters in audio. Capital Literatur...
2 Aug 202110min
Old West Investment Management 2Q2021
Old West Investment Management, 2nd Quarter 2021. Letter by Joseph Boskovich, Sr. Companies discussed: $RFL $U.TO The Capital Literature Podcast brings you investment letters in audio. Capital Liter...
2 Aug 202112min
Maran Capital Management 2Q2021
Maran Capital Management, 2nd Quarter 2021. Letter by Dan Roller. Companies discussed: $CLAR $CTT $CRSS $PCYO $SLGD $AOUT $TPB $FREE The Capital Literature Podcast brings you investment letters in au...
30 Juli 202123min
Wedgewood Partners 2Q2021
Wedgewood Partners, 2nd Quarter 2021. Letter by David A. Rolfe, Michael X. Quigley, Cristopher T. Jersan. Companies discussed: $TSM $CDW $CPRT $GOOG $EW $FB $PYPL $MSI $ALC $BKNG $PGR $SBUX $ODF $ALC ...
30 Juli 202134min
GreenWood Investors 2Q2021
GreenWood Investors, 2nd Quarter 2021. Letter by Steven Wood. Companies discussed: $CTT $SEPGY $VRT $LTRPA $PTON $SCPPF The Capital Literature Podcast brings you investment letters in audio. Capital ...
27 Juli 20218min
