Fiduciary Management: Small Cap Equity, 2nd Quarter 2021. 

Companies discussed: $AVY $HLI $FCFS $CDK $TRN $AIT

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.

Old West Investment Management, 2nd Quarter 2021. Letter by Joseph Boskovich, Sr. 

Companies discussed: $RFL $U.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.

Maran Capital Management, 2nd Quarter 2021. Letter by Dan Roller.

Companies discussed: $CLAR $CTT $CRSS $PCYO $SLGD $AOUT $TPB $FREE

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.

Wedgewood Partners, 2nd Quarter 2021. Letter by David A. Rolfe, Michael X. Quigley, Cristopher T. Jersan.

Companies discussed: $TSM $CDW $CPRT $GOOG $EW $FB $PYPL $MSI $ALC $BKNG $PGR $SBUX $ODF $ALC 

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, 2nd Quarter 2021. Letter by Steven Wood.

Companies discussed: $CTT $SEPGY $VRT $LTRPA $PTON $SCPPF

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, 2nd Quarter 2021. Letter by Bill Miller.

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.

JDP Capital Management, 2nd Quarter 2021. Letter by Jeremy Deal

Companies discussed: $SPOT $ROKU $DRTT $DRT.TO $BLDR $INDV.L $STNE

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.

NZS Capital, 2nd Quarter 2021. 

Companies discussed: $NVDA $NET $CRM $TMUS $MSFT $SHOP $CSTM

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.

Black Bear Value Partners, 2nd Quarter 2021. Letter by Adam Schwartz.

Companies discussed: $AN $BRK $NVR $NTDOY $TPL 

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, 2nd Quarter 2021. Letter by Christopher Godfrey.

Companies discussed: $BSY $INSP $MASI $ABCM

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.