Capital Literature

Miller Deep Value, 4th Quarter 2021

Companies discussed: $CHS $ENDP $NBR $GCI $CNDT

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.

Longleaf Partners Fund, 4th Quarter 2021

Companies discussed: $AMG $LUMN $MGM $CNHI $BIIB $FRFHF $H

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, 4th Quarter 2021

Letter by Joseph Boskovich, Sr.

Companies discussed: $GM $WMT $XOM $FORD $GE 

#5G #uranium #miners

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.

Hirschmann Capital, 2H 2021

Letter by Brian Hirschmann

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.

Motiwala Capital, 4th Quarter 2021

Letter by Adib Motiwala

Companies discussed: $BTI $CHTR $HDB $MSFT $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.

Silver Ring Value Partners, 4th Quarter 2021

Letter by Gary Mishuris

Companies discussed: $CTHR $QRTEA $DISCK $OI $SFM $PETS $GTXAP $TLT $MAT

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.

Overseas Asset Management, 4th Quarter 2021

Letter by Desmond Kinch

Companies discussed: $HOOD $CICOY #COSCO #COSCOShippingInternational $AMZN $SEQUX $BAJFINANCE.NS 

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.

Oakmark Select Fund, 4th Quarter 2021

Letter by William C. Nygren, Tony Coniaris and Win Murray

Companies discussed: $CBRE $GOOG $C $CHTR

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.

Oakmark International Fund, 4th Quarter 2021

Letter by David G. Herro and Michael L. Manelli

Companies discussed: $CNHI $BABA

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.

Oakmark Global Select Fund, 4th Quarter 2021

Letter by David G. Herro, William C. Nygren, Tony Coniaris and Eric Liu

Companies discussed: $BABA $GOOG $DAI.DU $DTRUY 

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.