Capital Literature

Berkshire Hathaway Inc, 4th Quarter 2021

Letter by Warren E. Buffett

Companies discussed: $AAPL $AXP $BAC $BK $CHTR $CVX $KO $GM $ITOCF $ITOCY $MSBHF $MSBHY $MTSUY $MITSF $MITSY $MCO $USB $VZ $OXY $KHC $GD

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.

Tollymore Investment Partners, 4th Quarter 2021

Letter by Mark Walker

Companies discussed: $WINE $FTCH $NXGPY $RDBBF $TSCDY $NFLX $TRUP

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.

O'Keefe Stevens Advisory, 4th Quarter 2021

Letter by Dominick D'Angelo

Top 5 Holdings:

$NVDA $QCOM $IVSXF $WY $AMGN

Companies discussed: $SEAL.PA $SEAL.PB $TK $INTC $CSFFF

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.

Claret Asset Management, 4th Quarter 2021

Letter by Alain Chung

Companies discussed: $TSLA $HOOD $LEV $RIVN $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.

Sterling Partners Equity Advisors, 4th Quarter 2021

Letter by Kevin Silverman

Top Contributors: $NSA $MTH $ENVA $NTCT $HMST $LGF

Bottom Contributors: $HAE $GDOT $ATCX $CRSR $LE $DRQ

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.

Tollymore Investment Partners, 4th Quarter 2021

(Part 6)

Letter by Mark Walker

Companies discussed: $VCS $UHAL $NFLX $NXT.L $HFG.DE $RBL.AX $POD $ETSY $AMZN $SHOP $FTCH $FVRR $MPR $GOOG $WINE.LN 

#LABEL #Threadless

September 2021: shrinking supply chains

December 2021: shrinking supply chains part II

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.

Tollymore Investment Partners, 4th Quarter 2021

(Part 5.2: Interview with Good Investing TV in September 2020)

Letter by Mark Walker

Companies discussed: $ASPU $FC $GYYMF $SE $FCA $TRUP $TRIP $1GU.F $FTCH

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.

Tollymore Investment Partners, 4th Quarter 2021

(Part 5)

Letter by Mark Walker

Companies discussed: $FTCH $NXGPY $HMSB $ASOMY $NEXT $TED.L $OAS $JOUL.L $GYYMF $ASPU

#zara #LABEL #ScionLiving

December 2020: operating systems

March 2021: collecting red flags

June 2021: Tollymore - the next chapter

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.

Tollymore Investment Partners, 4th Quarter 2021

(Part4.2 Q&A)

Letter by Mark Walker

Companies discussed: $ASPU $FC $GYYMF $SE $FCA $TRUP $TRIP $1GU.F $FTCH

Appendix: Tollymore presentation and Q&A at London Business School

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.

Tollymore Investment Partners, 4th Quarter 2021

(Part 4)

Letter by Mark Walker

Companies discussed: $ASPU $FC $GYYMF $SE $FCA $TRUP $TRIP $1GU.F $FTCH

March 2020: Tollymore’s process in a crisis

June 2020: four unpopular opinions

September 2020: profiting from change without predicting it

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.