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Heartland Value Plus Fund, 1st Quarter 2022
Letter by Bradford A. Evans and Andrew J. Fleming
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.
Heartland Value Fund, 1st Quarter 2022
Letter by Bill Nasgovitz and Will Nasgovitz
Companies discussed: $RDN $CCS $COLD
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.
Heartland Mid Cap Value Fund, 1st Quarter 2022
Letter by Colin McWey, Will Nasgovitz and Troy McGlone
Companies discussed: $NXST $ABC $PPG
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.
Symmetry Invest A/S Annual Letter 2021
Companies discussed: $KMBIF $FC $GIGI $HELFY $IAC $MTCH $TREE $EXPE $TRIP $KNDGF $NWINF $PAR $PSKRF $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.
Merion Road Capital, 1st Quarter 2022
Letter by Aaron Sallen
Companies discussed: $FERG $PTON $SPWH
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 Select Fund, 1st Quarter 2022
Letter by William C. Nygren, Tony Coniaris and Win Murray
Since Inception +11.95%
Companies discussed: $NFLX $FB $APA $EOG $LAD $HUM $HLT $FIZN
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.
Bill Nygren Market Commentary, 1st Quarter 2022
Letter by William C. Nygren
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 Fund, 1st Quarter 2022
Letter by William C. Nygren and Michael A. Nicolas
Companies discussed: $AMZN $EFX $GPN $PHM $CRM
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, 1st Quarter 2022
Letter by Khadir Richie
Companies discussed: $CCRD $NXST $SEDG
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 Valley Capital Fund, 1st Quarter 2022
Letter by Jayme Wiggins and Eric Cinnamond
Companies discussed: $HTLD $PLPC $MLR
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.
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