Capital Literature

Ariel Trust Funds, 4th Quarter 2021

Companies discussed: $AAPL $TSLA $GME $REZI $BYD $MDP $MTN $CLB $APA $GOLD $MOS $MSGE $MSGN $JPM $BOKF $GS $BK $NTRS $LAZ $HNGR $ZBH $JNJ $MSFT

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.

Goehring & Rozencwajg, 4th Quarter 2021

Letter by Leigh R. Goehring and Adam Rozenewajg

Companies discussed: $CCJ $LNG $GDX $XOP $LUKOY $IEA

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.

Vulcan Value Partners, 4th Quarter 2021

Letter by C.T. Fitzpatrick, McGavock Dunbar, F. Hampton McFadden, Jr. and Stephen W. Simmons

Companies discussed: $GOOG $W $SPLK $ORCL $BA $DISCA 

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.

Voss Capital, 4th Quarter 2021

Companies discussed: $AVYA $OLN $ABG $MT

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.

Rhizome Partners, 4th Quarter 2021

Letter by Chong Tong "Bill" Chen

Companies discussed: $FRP $HHC $INDT $CLPR

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.

FPA Queens Road Small Cap Value Fund, 4th Quarter 2021

Letter by Steve Scruggs

Companies discussed: $SYNA $SFBS $AEL $FN $CNXC $SWM $SAIC $THS $HMN $EQC

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.

Tao Value, 4th Quarter 2021

Companies discussed: $RBLX $GOOG $CACC $SE $PDD $1268.HK $AVLR $TEAM $BILI $1773.HK $TAL $BEKE $1579.HK $ADS

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/Wedgewood Fund, 4th Quarter 2021

Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan.

Companies discussed: $AAPL $TPL $TSCO

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.

Alluvial Capital Management, 4th Quarter 2021

Letter by Dave Waters

Companies discussed: $PX $LICT $CRAWA $GTX $UD.MI $TIM.WSE

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.

Alphyn Capital Management, 4th Quarter 2021

Letter by Samer Hakoura

Companies discussed: $GOOG $EXXRF $FRFHF $IAC $OACB $WANSF $W

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.