Capital Literature

ClearBridge All Strategies, 4th Quarter 2021

Companies discussed: $ETSY $CRWD $HUBS $DOCU $LYFT $RARE $TXG $AVGO $UNH $WOLF $STX $VRTX $TWTR $CMCSA $BIIB $GH PFE$ UNH $UNP $UPS $GOOG $GOOGL $NVDA $MSFT $TSLA $USB $BAC $PXD $PPG $VMC $LIN $TXN $NXPI $BX $BDX $VZ $KO $AAPL $HD $CMCSA $DIS $ATVI and more

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.

Gator Capital Management, 4th Quarter 2021

Companies discussed: $PFSI $INBK $KINS $OMF $AXP $NAVI $JSM $FBP $OFG $WAL $CS $LC $LKFN $VCTR $RLGY $AMBC $ACT $GNW

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.

Shadowridge Value, Year End 2021 Investor Letter

Letter by Brett Dorendorf

Companies discussed: $ABANF $RDFN $KPGHF

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.

Bonhoeffer Capital Management, 4th Quarter 2021

Letter by Keith D. Smith

Companies discussed: $GTN $SSP $TIAOF $WLLSF $CSP $BFS $NXST $DISCA $CHTR $NFLX $ROKU $BRK.A $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.

RLT Capital 2021 Year-End Partnership Letter

Companies discussed: $PINS $SDGR $FORD $GM 

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.

Olstein Funds, 2021 Semi-Annual Letter

Letter by Robert A. Olstein and Eric R. Heyman

Companies discussed: $HRL $ACN $AON $KEYS $LOW $DLTR $JLL $DGX $ZBH $AAPL $DISCA $LUV $WRK $KFY $UFPT $NLS $SHYF $WCC $CCRD $WNC $BLBD $BIG $JOUT

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.

GreenWood Investors, 4th Quarter 2021

Letter by Steven Wood

Companies discussed: $AAPL $GOOG $GOOGL $FB $MSFT $TWTR $TRIP $TI.A $TIAIY $TIAJF $TIAOF $TIIAY $MEIP $PTON $MSTR $LPRO $SFOR $VRT $APPS $NXE $CCJ $LTRPA $VRNOF $CTT

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.

Legacy Ridge Capital Partners Equity Fund 1,  2021 Annual Letter

Letter by Kristopher P. Kelley

Companies discussed: $VST $EPD $MPLX $SMLP

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 Income Strategy, 4th Quarter 2021

Companies discussed: $APTS $CC $APO $SCU $SBRCY $OMF

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 Opportunity Equity, 4th Quarter 2021

Companies discussed: $TMHC $MTTR $FANG $SFIX $SPLK $NCLH 

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.