Capital Literature

Palm Valley Capital Fund, 2nd Quarter 2021. Letter by Jayme Wiggins and Eric Cinnamond.

Companies discussed: $PSLV $PHYS $CRD-A $CRD-B $COG $DOX $OR $NGS $SSRM $VWTR

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.

Heller House, 1st Quarter 2021. Letter by Marcelo P. Lima.

Companies discussed: $WIX $SQR $ROKU $TWLO $BTC

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.

Social Capital, Annual Letter 2020. Letter by Chamath Palihapitiya. 

Companies discussed: Relativity Space, Netskope, Groq, Syapse, MeMed

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.

Artko Capital, 1st Quarter 2021. Letter by Peter Rabover.

Companies discussed: $HQI

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.

Bonsai Partners, 1st Quarter 2021. Letter by Andrew Rosenblum.

Companies discussed: $RDBBF $MU $TSYHY $PHPYF $LKQ $TSM $ILMN

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.

Hayden Capital, 1st Quarter 2021. Letter by Fred Liu.

Companies discussed: $AMZN

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.

Blue Hawk Investment, 1st Quarter 2021. Letter by Jake DuBois.

Companies discussed: $FND $MTCH $SQ $LYFT $PINS $ABNB $SPLK $HTR $PYPL $INTU

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.

Palm Harbour Capital, 1st Quarter 2021. Letter by Peter Smith and Thomas Livesey.

Companies discussed: $GYS $RHIM $OCI 

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.

Bonhoeffer Capital, 1st Quarter 2021. Letter by Keith D. Smith.

Companies discussed: $TI $WWI $BZU

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.

Choice Equities Capital Management, 1st Quarter 2021. Letter by Mitchell Scott.

Companies discussed: $BNED $FARM $HOME

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.