Capital Literature

Stewart Asset Management, 4th Quarter 2021

Letter by Thomas M. Valenzuela

Companies discussed: $AMZN $DHR $DIS $GOOG $GOOGL $MA $NVDA

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.

The Boyar Value Group, 4th Quarter 2021

Letter by Mark A. Boyar

Companies discussed: $CS $HTZ $TSLA $HOOD $JPM $ARKK $FB $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.

The Mercator International Opportunity Fund, 4th Quarter 2021

Letter by Herve van Caloen

Performance +14.27% YTD

Companies discussed: $AMZN$GOOG $GOOGL $MELI $THKLY $IRRHF $IFNNY $STM $ASMIY $MTGOF $ORPEF $WOSGF

$DMPHF $AMGDF $BOSSY $MOPPX $MOOPX

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.

The Boyar Value Group, 4th Quarter 2021

Letter by Mark A. Boyar

Companies discussed: $CS $HTZ $TSLA $HOOD $JPM $ARKK $FB $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.

The Mercator International Opportunity Fund, 4th Quarter 2021

Letter by Herve van Caloen

Performance +14.27% YTD

Companies discussed: $AMZN$GOOG $GOOGL $MELI $THKLY $IRRHF $IFNNY $STM $ASMIY $MTGOF $ORPEF $WOSGF 

$DMPHF $AMGDF $BOSSY $MOPPX $MOOPX

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.

Rowan Street Capital, 4th Quarter 2021

Letter by Alex Kopel and Joseph M. Maas

Companies discussed: $DOCU $FB $TTD $SPOT $UAA $UA

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.

Mittleman Brothers, 4th Quarter 2021

Companies discussed: $AIMFF $REV $IGT $AMGRF $GRVWF $SGMS $BYDGF $NFLX $JARLF

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.

Packer & Co, 4th Quarter 2021

Companies discussed: $HES $XOM $POYYF $OPYGY $MSFT $AAPL $FB $AMZN $GOOG $TSLA $UBER $SPOT $LYFT $PYPL $SNAP $TWTR $ZM $Z $HOOD $SPCE $NKLA $GZPFY $GZPMF $OGZPY $CEOHF $OCRNL $RNFTF $CGNWF $SGTPY $SGTZY $BAYRY $BAYZF

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.

TGV Rubicon Stockpicker Fund, 4th Quarter 2021

Letter by Lars Ahns and Thorsten Ahns

Companies discussed: $MDCKF $AFGVF $AFGVY $MTAGF $MTGGY $MTTRY $HSWLF $GKSGF $AUUMF $ZLDSF $ZLNDY

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.

TGV Partners Truffle Sub-Fund, 4th Quarter 2021

Letter by Jan-Hendrik Mahr

Companies discussed: $ASBFF $ASBFY $MDCKF $TLLGF $TCX $ZLPSF $ZOPLY $AAALF $AAALY

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.