Capital Literature

Greenlight Capital, 2nd Quarter 2021.

Companies discussed: $GRBK $AAWW $TECK $CC $BZU $CEIX $GPOR $GPK

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.

Cooper Investors: Global Equities Fund (Hedged), 2nd Quarter 2021. 

Companies discussed: $SONY $ATVI $FRRVY $BAM $VTWR.DE $DHR

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.

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, 2nd Quarter 2021. Letter by Basil F. Alsikafi

Companies discussed: $BOX $RILY $MHK $GT $VMEO $PSPC.U

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.

Steel City Capital, 2nd Quarter 2021. Letter by Michael G. Hacke

Companies discussed: $ATEX $LSYN $NWSA $SIGA $TRUP

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.

MPE Capital, 2nd Quarter 2021. Letter by Michael P. Ershaghi

Companies discussed: $GOOG $BKNG $BRE.MI $WIX

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.

Alphyn Capital Management, 2nd Quarter 2021. Letter by Samer Hakoura

Companies discussed: $CRSS $VMEO $GDX $TREB

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.

Richie Capital Group, 2nd Quarter 2021. Letter by Khadir Richie

Companies discussed: $INS $MKTX $VMD $TTD $MSCI $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.

Long River Investments, 2nd Quarter 2021. Letter by Graham F. Rhodes.

Companies discussed: $BABA $GOOG $HKTVY $MA $NTDOY $AMZN $FB $HDB $TCEHY $TCS.IL $GDS

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.

First Eagle Investment Management: Global Fund, 2nd Quarter 2021.

Companies discussed: $ORCL $CFR.SW $XOM $FB $SOMLY $KMTUY $MITEY $BKNG $BBL.BK

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.