Capital Literature

Argosy Investors, 4th Quarter 2021

Companies discussed: $LESL $AGIL $CURV

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.

Akre Capital Management, 4th Quarter 2021

Letter by John Neff and Chris Cherrone

Top 5 positive contributors: $KKR $MCO $AMT $CSU.TO $DLTR

Top 5 detractors: $TOI.V $CSGP $CRM $V $ADBE

Companies discussed: $MA $CSGP

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.

Curreen Capital, 4th Quarter 2021

Letter by Christian Ryther

Companies discussed: #Dickies $GETB.L $AOUT $CNDT $ASAI.ST $JXN $IPO $TRUE-B.ST $WIX.L $CDON.ST

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.

Aikya Fund, 4th Quarter 2021

Companies discussed: #Safaricom #m-Pesa $ESG $SKM $VOD

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.

Black Bear Value Partners, 4th Quarter 2021

Top 5 Contributos: $AN $GRBK $SRG $BRK-B $BLDR 

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.

Altron Capital Management, 4th Quarter 2021

Companies discussed: $BABA $AZO $GTX $MX $MELI $SOFI $SPOT $9684.T $SKT 

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.

Guardian Capital, 4th Quarter 2021

"Over the past few years, the median valuation of younger #SaaS businesses almost doubled from around 8 times revenues to 15 times"

Companies discussed: $SNOW $DDOG $ROKU $SPOT $GOOG $GOOGL $FB $MSFT $PLTR $AMPL

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.

Sohra Peak Capital Partners, 4th Quarter 2021

Letter by Jonathan A. Cukierwar

Companies discussed: $GSY.TO $MAD.AX $GS $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.

Vltava Fund, 4th Quarter 2021

Letter by Daniel Gladiš

Companies discussed: $TGP $SBRCY $BMWYY $LH

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.

Tollymore Investment Partners, 3rd Quarter 2021

Letter by Mark Walker

Companies discussed: $NXGPY $HLFFF $RDBBF

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.