Capital Literature

Praetorian Capital, 4th Quarter 2021

Letter by Harris Kupperman

Companies discussed: $LEE $JOE

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.

Greenhaven Road Capital, 4th Quarter 2021

Letter by Scott Miller

Companies discussed: $APPS $PAR $KKR $ESTC $TDOC $CLBT

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.

Bumbershoot Holdings, 4th Quarter 2021

Letter by Jason Ursaner

FY 2021 28.75% 

Inception 100.4%

Companies discussed: $IPI $BRK-B $GOOGL $XEC $MU $VKTX $LGND $GOLD $KVHI $CTHR $WTTR $PLAB $PFB $AE $PATI

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.

Comus Investment, 4th Quarter 2021

Letter by Aaron J. Saunders

Comus Gross Cumulative 151.23%, Comus Net 121.47%

Annualized 16.67%, Comus Net 14.17%

Companies discussed: $RIVN 

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.

Lyrical Asset Management, 4th Quarter 2021

Letter by Andrew Wellington

Absolute net return of ~30% 

17% annualized net return since inception

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.

Davis Opportunity Fund, 4th Quarter 2021

Companies discussed: $WFC $COF $GOOG $AMZN $INTC $AMAT $TXN $CI $VTRS $DGX

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.

Broyhill Asset Management, 4th Quarter 2021

Letter by Christopher R. Pavese.

Companies discussed: $CAR $DLTR $MCK $ABEV $BUD $MSGE

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.

Artko Capital, 4th Quarter 2021

Letter by Peter Rabover

Companies discussed: $CURN $RSSS $ACFN $GAIA $HQI $SHYF $NTIC $PBPB

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.

RGA Investment Advisors, 4th Quarter 2021

Letter by Jason Gilbert and Elliot Turner

Companies discussed: $SFIX $ROKU $PYPL $DBX $TWTR

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.

Nitor Capital, 4th Quarter 2021

Letter by David J. Spier

Annualized 5-year Return: +19.73% 

Annualized Since Inception (2009): +14.82%

Companies discussed: $VST $CF $JOE

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.