Capital Literature

L1 Capital Long Short Fund, 4th Quarter 2021

Companies discussed: $BBBY $CVE $NWSA $TECK $TLSYY $TSRYY

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.

Euclidean, 4th Quarter 2021

Letter by John Alberg

Companies discussed: $RIVN $IWN

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.

Broyhill Asset Management, 4th Quarter 2021

Companies discussed: $ABEV $BUD $BUDFF $CAR $DLTR $IN $MCK $MSGE $SARK $TSLA $DOGE-USD $MO $PM $LTMAQ $FISV $EQC $EQC.PD $ARKK

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.

Upslope Capital Management, 4th Quarter 2021

Companies discussed: $ MKTX $CASY

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.

Myrmikan Research, 4th Quarter 2021

Letter by Daniel Oliver

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.

RiverPark Large Growth, 4th Quarter 2021

Letter by Mitch Rubin

Companies discussed: $PINS $TWTR $RNG $SQ $FTCH $ILMN $SOFI

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.

Horos Asset Management, 4th Quarter 2021

Letter by Javier Ruiz

Companies discussed: $SUHJY $GLNG $MRPRF $ASASF $KCKSF $GRYRF $TLLGF $NGCRF $METC $HCC $PW $PDGNF $SMIZF $MILC $AJSCF $APEMY $TAICF $GBL $LSYN $VTMTF $SHLLF

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.

GMO, 4th Quarter 2021

Letter Ben Inker

Companies discussed: $MIT

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.

Third Point, 4th Quarter 2021

Letter by Daniel S. Loeb

Companies discussed: $RIVN $INTU $ACN $UPST $PUK $PUKPF $PSFE $PSFE.WS $DIS $PCG $INTC

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.

Desert Lion Capital, 4th Quarter 2021

Letter by Rudi van Niekerk

total net return for 2021 to +9.6%

Companies discussed: $CKHGY $AILTF $SHOLF $NPSNY $SBYSF $KARO $SBGLF $SBSW $CKHGF $NAPRF

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.