Capital Literature

Richie Capital Group, 4th Quarter 2021

Letter by Khadir Richie

Companies discussed: $PAR $FREE $AVGO $TTD $ABT

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.

Palm Capital, 4th Quarter 2021

Companies discussed: $CNSWF $CRM

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.

Andaz Private Investment, 4th Quarter 2021

Letter by Yizhong Chan

Companies discussed: $RKT $XLNX

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.

Rondure Global Advisors, 4th Quarter 2021

"How did the Federal Reserve Support the U.S. Economy and Financial Markets during Covid?"

Operation: steady hands

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.

Turtle Creek, 4th Quarter 2021

Quarterly change in Business Value: #TCEF +11%  #TCUS (US$) +13%  #TCCF +13%

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.

Arch Capital Fund, 4th Quarter 2021

Companies discussed: $SPOT $SFM $NNI $TTWO $HRBR 

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.

Alta Fox Capital Management, 4th Quarter 2021

Letter by Connor Haley

Average net exposure during the quarter was 76.48%

gross return of 649.50% and a net return of 434.83% since inception in 2018

Companies discussed: $IDT

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.

SaltLight Capital, 4th Quarter, 2021

Letter by David Eborall

Returned +4.96% during the quarter and 18.69% since inception.

Companies discussed: $CAGR $FB2A.BE $TCEHY $GOOG $931.SG $AMZN

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.

Baron Opportunity Fund, , 4th Quarter 2021

Letter by Michael A. Lippert.

Companies discussed: $RIVN $MRTX $CTV $FIGS $SHOP

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.

Greystone Capital Management, 4th Quarter 2021

Letter by Adam Wilk

Companies discussed: $RICK $GOED $ID $HMHC $IDT

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.