East 72 Holdings 2Q2021
East 72 Holdings, 2nd Quarter 2021. Letter by Andrew Brown. Companies discussed: $NAM.AX $SZL.AX $APT.AX $ARKK $TRUP $APX.AX $MAC $SPOT The Capital Literature Podcast brings you investment letters i...
17 Juli 202155min
Oakmark Funds: Bill Nygren Market Commentary 2Q2021
Oakmark Funds' Bill Nygren Market Commentary, 2nd Quarter 2021. Letter by William C. Nygren. Top 5 Holdings: $GOOG $FB $COF $ALLY $EOG $BAC The Capital Literature Podcast brings you investment letter...
17 Juli 202110min
Comus Investment 2Q2021
Comus Investment, 2nd Quarter 2021. Letter by Aaron J. Saunders. The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investme...
17 Juli 20214min
Guardian Fund 2Q2021
Guardian Fund, 2nd Quarter 2021. Letter by Georg Krijgh. Companies discussed: $SHOP $ROKU $SE $RBLX $PLTR $SPOT The Capital Literature Podcast brings you investment letters in audio. Capital Literatu...
14 Juli 202126min
Symmetry Invest 2Q2021
Guardian Fund, 2nd Quarter 2021. Letter by Daniel Andreas Aen. Companies discussed: $WINE $GIGSEK $KAMBI.ST $PROT.OL The Capital Literature Podcast brings you investment letters in audio. Capital Lit...
14 Juli 202127min
Vltava Fund 2Q2021
Vltava Fund, 2nd Quarter 2021. Letter by Daniel Gladiš. Companies discussed: $NVR $CVS $TGP The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capit...
14 Juli 202118min
Absolute Return Partners 2Q2021
Absolute Return Partners, 2nd Quarter 2021. Letter by Niels C. Jensen Discussing #govcoin #cbdc The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids C...
14 Juli 202113min
Palm Valley Capital Fund 2Q2021
Palm Valley Capital Fund, 2nd Quarter 2021. Letter by Jayme Wiggins and Eric Cinnamond. Companies discussed: $PSLV $PHYS $CRD-A $CRD-B $COG $DOX $OR $NGS $SSRM $VWTR The Capital Literature Podcast br...
14 Juli 202122min
