Capital Literature

Worm Capital, 2nd Quarter 2021. Letter by Arne Alsin, Zak Lash, Daniel Crowley, Eric Markowitz, Philip Bland & Emily Bullock.

Companies discussed: $TSLA $SPOT $SHOP $ABNB $AMZN $NFLX $TME

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.

T11 Capital Management, 2nd Quarter 2021. Letter by Ali Meshkati.

Companies discussed: $DASH $OPEN $Z $GRWG $TSLA $WISH $USD $TLRY $NET $SNOW $COIN $RBLX

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.

SVN Capital, 2nd Quarter 2021. Letter by Shreekkanth ("Shree") Viswanathan.

Companies discussed: $EVO.ST $SHVA.TA $DIA.MI $HEI $KKR $NWL $LVC.WA $VRSN $IHG

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.

East 72 Holdings, 2nd Quarter 2021. Letter by Andrew Brown.

Companies discussed: $NAM.AX $SZL.AX $APT.AX $ARKK $TRUP $APX.AX $MAC $SPOT 

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.

Oakmark Funds' Bill Nygren Market Commentary, 2nd Quarter 2021. Letter by William C. Nygren.

Top 5 Holdings: $GOOG $FB $COF $ALLY $EOG $BAC

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.

Comus Investment, 2nd Quarter 2021. Letter by Aaron J. Saunders.

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.

Guardian Fund, 2nd Quarter 2021. Letter by Georg Krijgh.

Companies discussed: $SHOP $ROKU $SE $RBLX $PLTR $SPOT

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.

Guardian Fund, 2nd Quarter 2021. Letter by Daniel Andreas Aen.

Companies discussed: $WINE $GIGSEK $KAMBI.ST $PROT.OL

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.

Vltava Fund, 2nd Quarter 2021. Letter by Daniel Gladiš.

Companies discussed: $NVR $CVS $TGP

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.

Absolute Return Partners, 2nd Quarter 2021. Letter by Niels C. Jensen

Discussing #govcoin #cbdc

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.