Capital Literature

Nomadic Value Partners, 3rd Quarter 2021

letter by Joshua Collinsworth

Companies discussed: $MLR $UEEC $OSH $BHG $IAC $ACA $UNH

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.

Farrer Wealth Managed Solution, 3rd Quarter, 2021

Companies discussed: $MSCI $ACWI $ETF $EVO

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,  3rd Quarter, 2021

"In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine"

Companies discussed: $HQI

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.

Bonsai Partners, 3rd Quarter 2021.

Letter by Andrew Rosenblum

Companies discussed: #Boozt $ILMN $9979.HK #Zappos 

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. 

Rhizome Partners, 3rd Quarter, 2021

Letter by Chong Tong "Bill" Chen

Companies discussed: $DD $CTVA $MSFT $NUAN $BERY $CLPR

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.

FPA Queens Road Small Cap Value Fund, 3rd Quarter 2021.

Letter by Steve Scruggs

Companies discussed: $SJN.F $SFBS $AEL $BAM $HMN $CNXC $MTZ $OMI $SJI $OSK $SWM

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.

Choice Equities Capital Management, 3rd Quarter 2021.

Letter by Mitchell Scott

Companies discussed: $FARM $INVE $GMS

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.

Greenwood Investors, 3rd Quarter 2021.

Letter by Steven Wood

"Offense wins games. Defense wins championships"

Companies discussed: $CTT.PT $TWTR EXO.IM $SDRY.LN $PTON

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, 3rd Quarter 2021.

Companies discussed: $TCEF  $TCUS $TCCF 

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.

McIntyre Partnerships, 3rd Quarter 2021.

Letter by Chris McIntyre.

Companies discussed: $GTX/$GTXAP $CC $MSGE $CAAP

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.