Andvari Associates, 4th Quarter 2021

Letter by Douglas E. Ott, II.

Companies discussed: $MA $V $NOVT

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.

Maran Capital Management , 4th Quarter 2021

Letter by Dan Roller

Companies discussed: $CSPLF $CDRE

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.

Tidefall Capital, 4th Quarter 2021

Letter by Trevor Scott.

Companies discussed: $FFXDF

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.

Evermore Global Value Fund, 4th Quarter 2021

Letter by David E. Marcus

Top Contributors: $CLMT $STOR-B.ST $KKR

Top Detractors: $MTGB $SANT.DE $ICEGR.OL

Companies discussed: $AKBM.OL $ENZ $ACH.OL

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 Harbour Capital, 4th Quarter 2021

Companies discussed: $OCINF $GEAHF

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.

Laughing Water Capital, 4th Quarter 2021

Letter by Matthew Sweeney

What does parenthood and cannabis legalization have to do with each other? A good note from Matthew Sweeney

Companies discussed: $CSPLF $THRY $HMHC $TACT

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.

Tweedy Browne Fund, 4th Quarter 2021

Letter by Roger R. de Bree, Frank H. Hawrylak, Jay Hill, Sean McDonald Thomas H. Shrager, John D. Spears, Robert Q. Wyckoff, Jr.

Companies discussed: $VRTX $RBSFY $OTLK

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.

Bill Nygren Market Commentary, 4th Quarter 2021

Letter by William C. Nygren

for Oakmark Funds

Companies discussed: $NFLX $GOOG $GM $FISV 

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 Valley Capital Fund, 4th Quarter 2021

Letter by Jayme Wiggins and Eric Cinnamond

Companies discussed: $AGI $DRQ $CRD-A $WHGLY

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.

Steel City Capital, 4th Quarter 2021

Letter by Michael G. Hacke

59% Average Net Long and 8.7% Net Return since 2018

Companies discussed: $GDOT $LSYN $SXC $CVNA $ATEX

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.