Capital Literature

Goehring & Rozencwajg, 1st Quarter 2021. Letter by Leigh R. Goehring and Adam A. Rozencwajg.

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.

SaltLight Capital, 4th Quarter 2020. Letter by David Eborall.

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.

SaltLight Capital, 1st Quarter 2021. Letter by David Eborall.

Companies discussed: $NVDA

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.

Horizon Kinetics, 1st Quarter 2021. Letter by the Horizon Kinetics Team.

Companies discussed: $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.

Long Cast Advisers, 1st Quarter 2021. Letter by Avram "Avi" Fisher.

Companies discussed: $SIFY $QRHC $CCRN $INS $PESI $DAIO $SANW

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.

allcapbros, 1st Quarter 2021. Letter by the Two Brothers of allcapbros.

Companies discussed: $DFIN $FC $AOUT

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.

Third Point, 1st Quarter 2021. Letter by Daniel S. Loeb.

Companies discussed: $FTCV $UPST $GRAB $CSGP

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.

Mindset Value, 1st Quarter 2021. Letter by Aaron Edelheit.

Companies discussed: $ARA $BOLSAA $FDJ $HQI $BRND $MRCQF

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, 1st Quarter 2021. Letter by Basil F. Alsikafi. 

Companies discussed: $YEXT $DISCA $DISCK $MOS $BOX $ALK $FSLR $ITRI $CNDT $BRMK $CCOI $POST $PBI

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.

Boyar Value Group, 1st Quarter 2021. Letter by Mark A. Boyar and Jonathan I. Boyar.

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.