Capital Literature

Horizon Kinetics, 4th Quarter 2021

Letter by Jerome Powell

Companies discussed: $REIT $CPI $KO $MSFT $FCX $AAPL $JNJ $PG 

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.

Frontaura Global Frontier Fund, 4th Quarter 2021

Letter by Nick Padget and Tim Raschuk

Companies discussed: $HSBK.IL $KSPI.IL $DPEU.L 

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.

SRK Capital, 4th Quarter 2021

Letter by Sean Kirkwood

Companies discussed: $HROW $TTSH $NNUP $PYCFF $RTMAF

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.

Fundsmith Equity Fund, 4th Quarter 2021

Letter by Terry Smith

Companies discussed: $MSFT $CADINU-USD $NVO $IDXX $EL $PYPL $ITRK.L $SAGE $BDX $IHG $AMZN $CAGR $OR.VI

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.

Bireme Capital, 4th Quarter 2021

Companies discussed: $AFRM $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.

Headwaters Capital, 4th Quarter 2021

Letter by Christopher Godfrey

Companies discussed: $CRNC

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.

Bronte Capital, 4th Quarter 2021

Companies discussed: $AMC $ARKK

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.

LUCA Capital Advisors, 4th Quarter, 2021.

Letter by Michael T. Nowacki

Net return since inception 88.2% (2019) 

Annualized net return of 32.4%

Companies discussed: $PYPL $MSFT $AMZN $NVDA $ORCL $ADBE $CSCO $QCOM

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.

Hayden Capital,  4th Quarter 2021

Letter by Fred Liu

Hayden (Net): 4th Quarter, 2021 (15.8%). Annualized 24.6%. Total Return 380.7%.

Companies discussed: $SE

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.

 Long Cast Advisers , 4th Quarter 2021

Letter by Avram Fisher

Companies discussed: $AIMFF $SNES $SOTK

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.