Capital Literature

Harding Loevner International Small Companies Equit, 4th Quarter 2021

Companies discussed: $MHSDF $LZRFY $VACNY

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.

Saturna Capital Amana Funds, 4th Quarter 2021

Letter by Scott Klimo, Monem Salam, Patrick Drum, Elizabeth Alm, Bryce Fegley and Levi Stewart Zurbrugg

Companies discussed: $GOOG $GOOL $AAPL $MSFT $AMZN $TSLA $FB $NVDA $BRK-B $LLY $NVO $JCI $UPS $CLX $BMY $MA $PEP $MSI

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.

First Eagle Global Value, 4th Quarter 2021

Companies discussed: $AAPL $MSFT $AMZN $TSLA $GOOG $GOOGL

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.

Davis Financial Fund, 4th Quarter 2021

Letter by Chris Davis and Pierce Crosbie

Companies discussed: $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.

Davis Global Fund, 4th Quarter 2021

Companies discussed: $BABA $MPNGY $TAL $TCEHY $BIDU $JD

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.

Davis New York Venture Fund, 4th Quarter 2021

Letter by Chris Davis and Danton Goei

Returned 12.5% in 2021

Companies discussed: $AMZN $GOOG $GOOGL $FB $AXP $BK $BRK-B $COF $JPM $WFC $BABA $JD $INTC $AMAT

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.

Baron Opportunity Fund, 4th Quarter 2021

Letter by Michael A. Lippert

Companies discussed: $RIVN $MSFT $TSLA $NVDA $GOOG $GOOGL $SNAP $SFIX $PYPL $TRIP $NRDY $MRTX $CTV $FIGS $MRK $OPEN $Z $PINS

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.

Larry Fink's 2022 Chairman's Letter To Shareholders

Letter by Laurence D. Fink

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.

Miller/Howard Investments, 4th Quarter 2021

Companies discussed: $MDC $AVGO $EMN $ABBV $MRK $KEY $AMCR $MPLX $ORI  $ALL $SBRA $JNJ $SNA $MPLX $PPL $CP $D  $ETRN $PDCE $PBA $ARCB $MATX $SIG $MOV $AIT $MED $WWW $MEI $LMAT

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.

Massif Capital, 4th Quarter 2021

Letter by Will Thomson and Chip Russel 

Companies discussed: $LAC $AFMJF $IVPAF $VWDRY $VWSYF $EQX $GSL.PB $GSL

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.