Capital Literature

Epoch Investment Partners , 3rd Quarter 2021.

A conversation with David Siino. 

China’s ‘Common Prosperity’ Regime: What Does It Mean for Investors?

William W. Priest and Kevin Hebner.

"The motivation for Beijing's crackdown on real estate couldn't be clearer: It represents 70%+ of household assets, and real estaterelated activities account for a staggering 25% of Chinese $GDP."

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.

VOSS Capital, 3rd Quarter 2021.

YTD 20.4%

Companies discussed: $SWIR

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,  3rd Quarter, 2021.

YTD 43%.

Companies discussed: $SANW $PDEX $CTEK

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.

L1 Capital International Fund, 3rd Quarter 2021.

Companies discussed: $TXN

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.

Goehring & Rozencwajg Market Commentary, 3rd Quarter 2021.

"The energy crisis unfolding across Europe, Asia, and South America caught almost everybody by surprise – but not our readers, we hope."

Companies discussed: $WTI $IEA $NGL $GLD

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.

Ariel Investment Trust Funds, 3rd Quarter 2021.

Companies discussed: $NLSN $MRC $GNTX $MANU $EPL $MSGS $KN $MSGE $MSGN $MDP $JLL $MAS $SRCL $IPG $SCHW $PGR $SRCL $APA $MOS $VIAC $LMT $WU 

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.

Argosy Investors, 3rd Quarter 2021.  

17.1% YTD.

Companies discussed: $ESI $TAP $EPAM $DAVA $GDYN $GXO $JD $WFC $DFH $XPO $Go $RRTS 

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.

Miller Howard Investments, 3rd Quarter 2021. 

Companies discussed: $TXN $RF $BK $CMI $HIW $MGA $CUZ $KO $OMF $OMF $WBA $LYB

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, 3rd Quarter 2021. Letter by Fred Liu

Companies discussed: $COIN $ZO.1

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 Solutions, 3rd Quarter 2021. 

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.