Tollymore Investment Partners, 4th Quarter 2021

(Part 3)

Letter by Mark Walker

Companies discussed: $UBER $GRUB $TRIP $WSFG $CAC

June 2019: the rise of the platform and implications for owners

September 2019: incentives, wealth, and happiness

December 2019: three decisions

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

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Tollymore Investment Partners, 4th Quarter 2021

(Part 2)

Letter by Mark Walker

Companies discussed: $GYYMF $TRUP $TRIP

#Shopee #Garena #Viator

December 2018: symbiosis

March 2019: The six deadly sins of institutional money management

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

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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 1)

Letter by Mark Walker

Companies discussed: $GYYMF $TRIP

Tollymore investment results

June 2017: an introduction

December 2017: execution > philosophy

June 2018: an error of judgment.

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

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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.

Merion Road Capital, 4th Quarter 2021

Letter by Aaron Sallen

Companies discussed: $FERG $ATVI $LEAT $LNSR $RCKY

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Diamond Hill Small Cap Fund, 4th Quarter 2021

Letter by Aaron Monroe, Kristen Sheffield and Chris Welch

Companies discussed: $RHP $ERII $JOUT $RCKY

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

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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.

Polen Global Growth Commentary, 4th Quarter 2021

Letter by Damon Ficklin and Jeff Mueller

Companies discussed: $ALGN $ADSK $V

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

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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.

Polen International Growth Commentary, 4th Quarter 2021

Letter by Todd Morris and Daniel Fields

Companies discussed: $ACN $SGPYY $AON $MDT $BABA $ADDYY $EDU $DASTY $MELI 

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

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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.

Polen Capital Focus Growth, 4th Quarter 2021

Letter by Damon Ficklin and Jeff Mueller

Companies discussed: $AMZN $DOCU

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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.

Giverny Capital Asset Management, 4th Quarter 2021

Letter by David M. Poppe

Top 10 holdings: $GOOG $KMX $ANET $SCHW $CNSWF $PGR $CACC $SSNC $HEI $FB2A.BE

Companies discussed: $Z $CME $CIEN $JPM $ERFSF $FRC

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

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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.

Nordstern Capital, 4th Quarter 2021

Letter by Johannes Arnold

Companies discussed: $IPMLF $STNE

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community.

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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.