Capital Literature ift

Hoisington Investment Management, 1st Quarter 2022 The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

NZS Capital, 1st Quarter 2022 Companies discussed: $PARA $TMUS $NEXOF $SAIL $NTDOY $FB $LRCX $CRM $SUI $PYPL $OKTA  The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Curreen Capital, 1st Quarter 2022 Letter by Christian Ryther Companies discussed: $AOUT $GETB.L #Truecaller #Nilorn #Jackson #BRK-B The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Arch Capital Fund, 1st Quarter 2022 Letter by Brett Schafer, Brady Henderson, and Ryan Henderson Companies discussed: $SFM $SPOT $NNI $EA $NTDOY $TTWO $ADSK $WIX $MTCH $HRBR $IDN $SWMAF $CNRFF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Diamond Hill Small Cap Fund, 1st Quarter 2022 Letter by Aaron Monroe, Kristen Sheffield and Chris Welch Companies discussed: $RHP $ERII $JOUT $RCKY The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

L1 Capital Long Short Fund, 1st Quarter 2022 Companies discussed: $HOCFF $WYGPY $STOSF $LGTHF $RTNTF $TRQ The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

L1 Capital International Fund, 1st Quarter 2022 Companies discussed: $CRHCF $EXP $LPX $NFLX $IQV $ATVI $MSFT $MA $ADBE $BKNG $MCO $NKE $TXN $AMD $V $AMZN The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

LRT Capital, 1st Quarter 2022 Letter by Lukasz Tomicki Companies discussed: $PSA $CIGI $WSO $ABG $RGEN $TPL $PGR $HXL $NOC $MAR $DPZ $WSM $BKNG $EXR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Pzena Investment Management, 1st Quarter 2022 "Geopolitical shocks have usually been short-term  in nature. We believe fundamentals for an enduring value cycle remain intact." The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Akre Focus Fund, 1st Quarter 2022 Letter by John Neff and Chris Cerrone Companies discussed: $KKR $MCO $AMT $KMX $ADBE  The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Upslope Capital Management, 1st Quarter 2022 Letter by George K. Livadas Companies discussed: $ATR $BFAM $BWXT $CASY $CMGMF $CMGMY $ENV $FCN $MDY $MKTX $NSKFF $SLGN $TCGGY $TCHBF $TCVA $TMXXF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Old West Investment Management, 1st Quarter 2022 Letter by Joseph Boskovich, Sr. Companies discussed: $BG $FB $NFLX $PYPL The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Rowan Street Capital, 1st Quarter 2022 Letter by Alex Kopel and Joe Maas Companies discussed: $SPOT $FB $TTD $DOCU $SHOP $NFLX The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

White Brook Capital, 1st Quarter 2022 Letter by Basil F. Alsikafi Companies discussed: $MGM $IAC $MTCH $VMEO $MHK $QRTEA $KAR  The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Headwaters Capital, 1st Quarter 2022 Letter by Christopher Godfrey Companies discussed: $NOTV The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Laughing Water Capital, 1st Quarter 2022 Letter by Matthew Sweeney Companies discussed: $AIM.TO $CSP.L $MSOS $TACT $THRY $CSPLF $HMHC  The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Madison Dividend Income Fund, 1st Quarter 2022 Letter by John Brown and Drew Justman Companies discussed: $BHBFX $MDMIX $MADAX $MADRX $BKR $EOG $NUE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

 Madison Investors Fund, 1st Quarter 2022 Letter by Rich Eisinger, Haruki Toyama, Joe Maginot and Matt Hayner Companies discussed: $MNVRX $MIVIX $MINVX $MNVAX $BKI $PPG $LBRDA $LBRDB $TJX $DLTR $PGR $BRK-B $BDX $ACGL The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners. 

Madison Mid Cap Fund, 1st Quarter 2022 Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich Companies discussed: $MMCRX $MDCIX $GTSGX $MERAX The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Smead Value Fund, 1st Quarter 2022 Letter by Bill Smead and Cole Smead Companies discussed:$CLR $OXY $COP $LEN $DHI $NVR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.