Capital Literature

Oakmark Global Fund, 4th Quarter 2021

Letter by David G. Herro, Clyde S. McGregor, Tony Coniaris and Jason E. Long

Companies discussed: $TEL $THC $GOOG $GM $HUM $BABA $LBRDK $FLS 

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 Fund, 4th Quarter 2021

Letter by William C. Nygren and Michael A. Nicolas

Companies discussed: $BWA $TTWO $WTW

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.

Distillate Capital, 4th Quarter 2021

Companies discussed: $IWM $SIG $PBF $CEIX $ARCB $VRT $TUP $GDOT $GME $AMC $AMZN $TSLA $AAPL $MSFT $INTC $FB $ANET $GOOG

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.

Bernzott Capital Advisors, 4th Quarter 2021

Companies discussed: $WSC $HI $UPLD $CMP $JRVR

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.

Singular Research, 4th Quarter 2021

Companies discussed: $QNST $ZEUS $RCKY $MMAT $RIOT $GMBL $CXDO $DAKT

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.

Hoisington Investment Management, 4th Quarter 2021

Companies discussed: $FOMC

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.

Heartland Value Plus Fund, 4th Quarter 2021

Letter by Bradford A. Evans and Andrew J. Fleming

Companies discussed: $TRS $KN

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.

Heartland Value Fund, 4th Quarter 2021

Letter by Bill Nasgovitz and Will Nasgovitz

Companies discussed: $CCBG $PRGO $BRY 

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.

Heartland Mid Cap Value Fund, 4th Quarter 2021

Letter by Colin McWey, Will Nasgovitz and Troy McGlone

Companies discussed: $PPG $EHC $DLTR

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 International Capital Fund, 4th Quarter 2021

Companies discussed: $LPRO $CRH

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.