Capital Literature

FMI Large Cap Equity, 4th Quarter 2021

Companies discussed: $DLTR $MAS $UNH $PHG $CMCSA $UL $SNN $BKNG

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.

FMI Small Cap Equity, 4th Quarter 2021

Companies discussed: $FCFS $FLS $HLF 

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.

FMI International Equity, 4th Quarter 2021

Companies discussed: $FERG $SONY $SMIN.L $PHG $NCTKY $UL $JMHLY $BAC

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.

FMI All Cap Equity, 4th Quarter 2021

Companies discussed: $WKHS $GME $AMC $SDC $Z $ZG $PTON $DKNG

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.

Emeth Value Capital, 4th Quarter 2021

Companies discussed: $BUR

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.

Mindset Value Cannabis Fund, 4th Quarter 2021

Letter by Aaron Edelheit

Companies discussed: $VRNOF

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.

NZS Capital, 4th Quarter 2021

Letter by 

Since inception, Growth Equity rose 41.60% annualized 

and Select rose 44.79% annualized compared to a 17.19% return for the index.

Companies discussed: $GOOG $LRCX $CCI $MCHP $SUI $APH $MSFT $PTON $NEXOF $RDFN $DIS $TMUS $Z $ZEN $TTWO $PYPL $SNAP

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.

Cooper Investors Global Equity Fund (Hedged), 4th Quarter 2021

Companies discussed: $TFX

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.

Summers Value Fund, 4th Quarter 2021

Letter by Andrew Summers

Companies discussed: $NOTV $UFPT $UTMD

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.

MPE Capital, 4th Quarter 2021

Letter by Michael P. Ershaghi.

Companies discussed: $SQSP $GOOG $ATUS $BRE.MI $POSH $SQSP $WIX

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.