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Akre Capital Management 4Q21
Akre Capital Management, 4th Quarter 2021
Letter by John Neff and Chris Cherrone
Top 5 positive contributors: $KKR $MCO $AMT $CSU.TO $DLTR
Top 5 detractors: $TOI.V $CSGP $CRM $V $ADBE
Companies discussed: $MA $CSGP
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.
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By Capital Literature by @sebidscapAkre Capital Management, 4th Quarter 2021
Letter by John Neff and Chris Cherrone
Top 5 positive contributors: $KKR $MCO $AMT $CSU.TO $DLTR
Top 5 detractors: $TOI.V $CSGP $CRM $V $ADBE
Companies discussed: $MA $CSGP
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.
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