Capital Literature

Blue Tower Asset Management, 1st Quarter 2022 Letter by Andrew Oskoui Companies discussed: $CNR $SBRCY $TCSG.ME The Capital Literature Podcast brings you investment letters in audio. Capital Literat...

17 Apr 202219min

Distillate Capital, 1st Quarter 2022 Companies discussed: $FDS $ABBV $LMT $FANG $WMT $UNP $TXN $GD $FB $PYPL $HD $BTI $AEM The Capital Literature Podcast brings you investment letters in audio. Capi...

17 Apr 202223min

Miller/Howard Investments, 1st Quarter 2022 The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follo...

17 Apr 202214min

Wedgewood Partners Large Cap Focused Growth, 1st Quarter 2022 Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan Companies discussed: $FB $PYPL The Capital Literature Podcast brin...

17 Apr 202230min

Fiduciary Management All Cap Equity, 1st Quarter 2022 Companies discussed: $CSL $KMX The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital serv...

17 Apr 202221min

Fiduciary Management Small Cap Equity , 1st Quarter 2022 Companies discussed: $AB $HOOD $NVT $SKX $TSLA $WMT The Capital Literature Podcast brings you investment letters in audio. Capital Literature ...

17 Apr 202219min

Fiduciary Management Large Cap Equity, 1st Quarter 2022 Companies discussed: $AB $BRK.A $BRK.B $CSL $DGX $DLTR $HOOD $KMX $MAS $NET $OMC $PPG $TSLA $WMT The Capital Literature Podcast brings you inve...

17 Apr 202221min

Fiduciary Management International Equity, 1st Quarter 2022 Companies discussed: $AKZOF $AKZOY $BKNG $BMRPF $BMRRY $CB $CKHUF $CKHUY $EPS $FERG $GGGSF $GGGSY $HWDJF $HWDJY $LLDTF $LLOBF $LYG $SAFRF $S...

17 Apr 202224min