Capital Literature

Upslope Capital Management, 1st Quarter 2022

Letter by George K. Livadas

Companies discussed: $ATR $BFAM $BWXT $CASY $CMGMF $CMGMY $ENV $FCN $MDY $MKTX $NSKFF $SLGN $TCGGY $TCHBF $TCVA $TMXXF

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 Focus Fund, 1st Quarter 2022

Letter by John Neff and Chris Cerrone

Companies discussed: $KKR $MCO $AMT $KMX $ADBE 

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.

Headwaters Capital, 1st Quarter 2022

Letter by Christopher Godfrey

Companies discussed: $NOTV

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.

White Brook Capital, 1st Quarter 2022

Letter by Basil F. Alsikafi

Companies discussed: $MGM $IAC $MTCH $VMEO $MHK $QRTEA $KAR 

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.

Rowan Street Capital, 1st Quarter 2022

Letter by Alex Kopel and Joe Maas

Companies discussed: $SPOT $FB $TTD $DOCU $SHOP $NFLX

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, 1st Quarter 2022

Letter by Matthew Sweeney

Companies discussed: $AIM.TO $CSP.L $MSOS $TACT $THRY $CSPLF $HMHC 

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.

Smead Value Fund, 1st Quarter 2022

Letter by Bill Smead and Cole Smead

Companies discussed:$CLR $OXY $COP $LEN $DHI $NVR

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.

Madison Mid Cap Fund, 1st Quarter 2022

Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich

Companies discussed: $MMCRX $MDCIX $GTSGX $MERAX

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.

 Madison Investors Fund, 1st Quarter 2022

Letter by Rich Eisinger, Haruki Toyama, Joe Maginot and Matt Hayner

Companies discussed: $MNVRX $MIVIX $MINVX $MNVAX $BKI $PPG $LBRDA $LBRDB $TJX $DLTR $PGR $BRK-B $BDX $ACGL

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. 

Madison Dividend Income Fund, 1st Quarter 2022

Letter by John Brown and Drew Justman

Companies discussed: $BHBFX $MDMIX $MADAX $MADRX $BKR $EOG $NUE

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.