Capital Literature

Madison Dividend Income Fund, 4th Quarter 2021

Letter by John Brown and Drew Justman

Companies discussed: $CVS

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.

Madison Small Cap Fund, 4th Quarter 2021

Letter by Faraz Farzam and Aaron Garcia

Companies discussed: $HAIN $ENTG $NEWR

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.

Madison Investors Fund, 4th Quarter 2021

Letter by Matt Hayner and Rich Eisinger

Companies discussed: $LOW $BDX $NVS $FISV $V $BKI $PH

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.

Madison Mid Cap Fund, 4th Quarter 2021

Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich

Companies discussed: $BKI $MKSI $DLTR

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.

Blue Tower Asset Management, 4th Quarter 2021

Letter by Andrew Oskoui

Companies discussed: $CNR $CGEO.L $BGEO

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.

Epoch Investment Partners, 4th Quarter 2021

A conversation with Tom Callahan

Letter by William W. Priest and Kevin Hebner

Companies discussed: $AB $PRU 

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 Crescent Fund, 4th Quarter 2021

Trailing Twelve-Month Contributors: $GOOG $AIG $AVGO $JEF $GLNCY

and Detractors: $BABA $SPY $SFTBY $NEXOF $NPSNY

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.

East72 Holdings, 4th Quarter 2021

Letter by Andrew Brown

Companies discussed: $ARKK $YBRHF

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.

Donville Kent Asset Management, 4th Quarter 2021

Letter by J.P. Donville & Jesse Gamble

Companies discussed: $NGMS $GIVX.TO

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.

LRT Capital , 4th Quarter 2021

Letter by Lukasz Tomicki

Companies discussed: $WSO

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.