Miller Value Partners: Bill Miller Market Letter 2Q2021
Miller Value Partners, 2nd Quarter 2021. Letter by Bill Miller. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investmen...
27 Juli 20217min
JDP Capital Management 2Q2021
JDP Capital Management, 2nd Quarter 2021. Letter by Jeremy Deal Companies discussed: $SPOT $ROKU $DRTT $DRT.TO $BLDR $INDV.L $STNE The Capital Literature Podcast brings you investment letters in audi...
25 Juli 202131min
NZS Capital 2Q2021
NZS Capital, 2nd Quarter 2021. Companies discussed: $NVDA $NET $CRM $TMUS $MSFT $SHOP $CSTM The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capi...
24 Juli 202115min
Black Bear Value Partners 2Q2021
Black Bear Value Partners, 2nd Quarter 2021. Letter by Adam Schwartz. Companies discussed: $AN $BRK $NVR $NTDOY $TPL The Capital Literature Podcast brings you investment letters in audio. Capital Li...
23 Juli 202112min
Headwaters Capital 2Q2021
Headwaters Capital, 2nd Quarter 2021. Letter by Christopher Godfrey. Companies discussed: $BSY $INSP $MASI $ABCM The Capital Literature Podcast brings you investment letters in audio. Capital Literat...
23 Juli 202117min
Worm Capital 2Q2021
Worm Capital, 2nd Quarter 2021. Letter by Arne Alsin, Zak Lash, Daniel Crowley, Eric Markowitz, Philip Bland & Emily Bullock. Companies discussed: $TSLA $SPOT $SHOP $ABNB $AMZN $NFLX $TME The Capital...
19 Juli 202121min
T11 Capital Management 2Q2021
T11 Capital Management, 2nd Quarter 2021. Letter by Ali Meshkati. Companies discussed: $DASH $OPEN $Z $GRWG $TSLA $WISH $USD $TLRY $NET $SNOW $COIN $RBLX The Capital Literature Podcast brings you inv...
19 Juli 20214min
SVN Capital 2Q2021
SVN Capital, 2nd Quarter 2021. Letter by Shreekkanth ("Shree") Viswanathan. Companies discussed: $EVO.ST $SHVA.TA $DIA.MI $HEI $KKR $NWL $LVC.WA $VRSN $IHG The Capital Literature Podcast brings you i...
19 Juli 202125min
