Capital Literature

Moon Capital Management, 1st Quarter 2022

Letter by David Moon

Companies discussed: $GOOG $MLNK $LGIH $GRBK

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 Fund, 1st Quarter 2022

Letter by Adam Schwartz

Companies discussed: $ABG $BRK.A, $BRK.B $BLDR $TPL $GRBK $GRBK.PA

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, 1st Quarter 2022

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.

St. James Investment Company, 1st Quarter 2022

Companies discussed: $JPM $ALV.DE $DKNG 

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, 1st Quarter 2022

Letter by Daniel Gladiš.

Companies discussed: $ABG $CE $KLAC $AN

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.

St. James Investment Company, 4th Quarter 2021

Companies discussed: $IBM $AAPL $FB $AMZN $TSLA

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 Focus SMID Cap, 4th Quarter 2021

Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan

Companies discussed: $AAPL $FRC 

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 Large Cap Focused Growth, 4th Quarter 2021

Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan

Companies discussed: $AAPL $TPL $TSCO

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.

Alger Mid Cap Focus Fund, 4th Quarter 2021

Letter by Amy Zhang

Companies discussed: $AMD $VCRA $BILL $TASK $BSY

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.

Alger Spectra Fund, 4th Quarter 2021

Letter by Dan Chung and Dr. Ankur Crawford

Companies discussed: $PYPL $UPST $MQ

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.