Capital Literature

Greenlight Capital, 4th Quarter 2021

Companies discussed: $BHF $TECK $DNMR $GPN $CPRI $GLPG $ODP

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.

Whitebrook Capital, 4th Quarter 2021

Letter by Basil F. Alsikafi

Companies discussed: $GME $AMC $KAR $RILY $MOS $QRTEA $PBI

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.

Weitz Value Fund , 4th Quarter 2021

Letter by Brad Hinton

TOP Contributors: $ACN $VMC $SCHW $TMO $AZO

TOP Detractors: $LBDRK $CSGP $FIS $CMCSA $CRM

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.

Weitz Hickory Fund, 4th Quarter 2021

Letter by Wally Weitz and Drew Weitz 

Companies discussed: $LBRDA

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.

SAGA Partners, 4th Quarter 2021

Letter by Joe Frankenfield

Companies discussed: $RDFN

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.

Polen U.S. SMID Company Growth, 4th Quarter 2021

Letter by Rob Forker

Companies discussed: $DAVA $GLOB $THULE.ST $2412.T $PAYC $4776.T $RVLV $ASGTF $TEMN.SW

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.

Polen Capital International Small Company Growth, 4th Quarter 2021

Letter by Rob Forker and Troy Renauld

Companies discussed: $TPW.AX $AMP.MI $HSV.L $SCOTF $MYTE $GB0007689002.SG $MYTE $TMXXF $012510.KS $4431.T $KKKUF $CMPUY $THUPY

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.

Polen Capital U.S. Small Company Growth, 4th Quarter 2021

Letter by Rayna Lesser Hannaway

Companies discussed: $BIGC $TRUP $DAVA $FOXF $RVLV $OLO $DCT $BIGC $SLP $APPF $WRBY $GSHD $PCTY $ETSY

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.

Polen Capital Emerging Markets Growth, 4th Quarter 2021

Letter by Damian Bird and Dafydd Lewis

Companies discussed: $TME

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.

Canterbury Tollgate, 4th Quarter 2021

Letter by B. Chase Chandler

"Once upon a time there was a Chinese farmer whose horse ran away. That evening, all of his neighbors came around to commiserate..."

Companies discussed: $EXPE $ABNB $AMZN $DBX $FB $GDDY $NVDA $SHOP $931.F $MRNA $SQSP $RIVN $SNAP $DDOG $COIN $DASH 

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.