Capital Literature

Desert Lion Capital, 2nd Quarter 2021. Letter by Rudi van Niekerk

Companies discussed: $KARO $ART.JO

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.

Alta Fox Capital, 2nd Quarter 2021. Letter by Connor Haley

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: Focus Fund, 2nd Quarter 2021. Letter by John Neff & Chris Cerrone

Top 10 Holdings: $MCO $MA $AMT $V $CSU.TO $KMX $KKR $ADBE $CSGP $ROP

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.

Summer Value Partners, 2nd Quarter 2021. Letter by Andrew Summers

Companies discussed: $NOTV $UTMD $GUD.TO

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.

Arquitos Capital Management, 2nd Quarter 2021. Letter by Steven L. Kiel

Companies discussed: $NTP $MMAC

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.

Starvine Capital, 2nd Quarter 2021. Letter by Steven Ko

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 Value Partners: Income Strategy, 2nd Quarter 2021. Letter by Bill Miller

Companies discussed: $VALE $CHS $APO $CC $HMPT $ENDP $MSTR

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.

Donville Kent Asset Management: ROE Reporter, 2nd Quarter 2021. Report by J. P. Donville & Jesse Gamble

Companies discussed: $PLUR $NOW

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, 2nd Quarter 2021. 

Companies discussed: $AIM.TO $CDMO $HMHC $PAR $TACT $THRY

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.

1 Main Capital, 2nd Quarter 2021. Letter by Yaron Naymark

Companies discussed: $MHH $ATIP $LMB $GOOG $KKR $MHH $WINE.LN $RICK

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.