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Capital Literature

by Capital Literature by @sebidscap

Join in and listen to the Capital! 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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Episodes

  1. Maran Partners Fund 1Q22

    Maran Partners Fund, 1st Quarter 2022 Letter by Dan Roller Companies discussed: $CDRE $CLAR $CSPLF $CUSPY $PCYO 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...

  2. Artisan International Value Fund 1Q22

    Artisan International Value Fund, 1st Quarter 2022 Letter by N. David Samra, Ian P. McGonigle and Joseph Vari Companies discussed: $INGVF $DANOY $ACGL $ST $GRMN The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment...

  3. Artisan Mid Cap Fund 1Q22

    Artisan Mid Cap Fund, 1st Quarter 2022 Letter by Matthew H. Kamm, James D. Hamel, Craigh A. Cepukenas, Jason L. White and Jay C. Warner Companies discussed: $APTV $APTV.PA $BURL $CNHI $COO $DDOG $DE $DHR $DHR.PB $ERUS $GPN $HUBS $LPLA $MSCI $NEO $NVST $ON $ROST $SPOT $TDY $TJX $W $WMS $WST $ZI...

  4. Crescat Capital Monthly Research Letter

    Crescat Capital Monthly Research Letter Letter by Kevin C. Smith and Tavi Costa 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...

  5. Longleaf Partners Small-Cap Fund 1Q22

    Longleaf Partners Small-Cap Fund, 1st Quarter 2022 Companies discussed: $CNX $OSCR $KODK $WTM $VMEO $LNXSY 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…

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  6. Longleaf Partners International Fund 1Q22

    Longleaf Partners International Fund, 1st Quarter 2022 Companies discussed: $CKHUY $PROSY $MDEVF $LNXSF $EXXRF $FNNTF $BABA The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and...

  7. Longleaf Partners Fund 1Q22

    Longleaf Partners Fund, 1st Quarter 2022 Companies discussed: $CNX $IAC $AMG $LUMN $LBRDA 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…

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  8. Longleaf Partners Global Fund 1Q22

    Longleaf Partners Global Fund, 1st Quarter 2022 Companies discussed: $CNX $CKHUY $FRFHF $HDVY $CLNXF $PROSY $IAC $MDEVF $FISV $GREE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap...

  9. Bireme Capital 1Q22

    Bireme Capital, 1st Quarter 2022 Companies discussed: $CGECF $FB $NFLX 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....

  10. Giverny Capital Asset Management 1Q22

    Giverny Capital Asset Management, 1st Quarter 2022 Letter by David M. Poppe Companies discussed: $FB $KMX $FIVE $ERFSF $AMZN $IBP The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap…

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  11. RiverPark Large Growth Fund 1Q22

    RiverPark Large Growth Fund, 1st Quarter 2022 Letter by Mitch Rubin Companies discussed: $NFLX $NVDA $TDOC 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…

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  12. Alphyn Capital Management 1Q22

    Alphyn Capital Management, 1st Quarter 2022 Letter by Samer Hakoura Companies discussed: $FRFHF $AMZN $EXXRF $KKR $LBRDA $NPSNY $W The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap...

  13. Bernzott Capital Advisors 1Q22

    Bernzott Capital Advisors, 1st Quarter 2022 Companies discussed: $HALO $HCI $MP $LPRO $VNOM $CMP 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...

  14. Bronte Capital 1Q22

    Bronte Capital, 1st Quarter 2022 Companies discussed: $HLF 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:...

  15. Wasatch Micro Cap Fund 1Q22

    Wasatch Micro Cap Fund, 1st Quarter 2022 Letter by Ken Korngiebel Companies discussed: $GDYN $KRNT $PRPL $ITCI $HLLY $SLP The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and...

  16. Wasatch Core Growth Fund 1Q22

    Wasatch Core Growth Fund, 1st Quarter 2022 Letter by JB Taylor, Paul Lambert and Mike Valentine. Companies discussed: $TREX $HLNE $MEDP $HQY $ITCI $HLLY The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment...

  17. Arch Capital Fund 1Q22

    Arch Capital Fund, 1st Quarter 2022 Letter by Brett Schafer, Brady Henderson, and Ryan Henderson Companies discussed: $SFM $SPOT $NNI $EA $NTDOY $TTWO $ADSK $WIX $MTCH $HRBR $IDN $SWMAF $CNRFF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids...

  18. Curreen Capital 1Q22

    Curreen Capital, 1st Quarter 2022 Letter by Christian Ryther Companies discussed: $AOUT $GETB.L #Truecaller #Nilorn #Jackson #BRK-B The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap...

  19. NZS Capital 1Q22

    NZS Capital, 1st Quarter 2022 Companies discussed: $PARA $TMUS $NEXOF $SAIL $NTDOY $FB $LRCX $CRM $SUI $PYPL $OKTA 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…

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  20. Hoisington Investment Management 1Q22

    Hoisington Investment Management, 1st Quarter 2022 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...

  21. O'Keefe Stevens 1Q22

    O'Keefe Stevens, 1st Quarter 2022 Letter by Dominick D'Angelo Companies discussed: $AMGN $BGCP $DFIN $EAF $INTC $L $NMRK $NVDA $QCOM The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow…

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  22. Ensemble Fund 1Q22

    Ensemble Fund, 1st Quarter 2022 Companies discussed: $CMG $GOOG $GOOGL $HD $ILMN $MA $MASI $NFLX $RACE 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…

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  23. Greenlight Capital 1Q22

    Greenlight Capital, 1st Quarter 2022 Companies discussed: $GRBK $BHF $INSW $RYAAY $SNX $SWN $WFRD 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...

  24. Nelson Capital 1Q22

    Nelson Capital, 1st Quarter 2022 Companies discussed: $AEM $XOM $MSFT $AMZN $DIS $COST $VTR $CHWY 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...

  25. Pzena Investment Management 1Q22

    Pzena Investment Management, 1st Quarter 2022 "Geopolitical shocks have usually been short-term in nature. We believe fundamentals for an enduring value cycle remain intact." The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for...

  26. LRT Capital 1Q22

    LRT Capital, 1st Quarter 2022 Letter by Lukasz Tomicki Companies discussed: $PSA $CIGI $WSO $ABG $RGEN $TPL $PGR $HXL $NOC $MAR $DPZ $WSM $BKNG $EXR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community....

  27. L1 Capital International Fund 1Q22

    L1 Capital International Fund, 1st Quarter 2022 Companies discussed: $CRHCF $EXP $LPX $NFLX $IQV $ATVI $MSFT $MA $ADBE $BKNG $MCO $NKE $TXN $AMD $V $AMZN The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment...

  28. L1 Capital Long Short Fund 1Q22

    L1 Capital Long Short Fund, 1st Quarter 2022 Companies discussed: $HOCFF $WYGPY $STOSF $LGTHF $RTNTF $TRQ 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…

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  29. Diamond Hill Small Cap Fund 1Q22

    Diamond Hill Small Cap Fund, 1st Quarter 2022 Letter by Aaron Monroe, Kristen Sheffield and Chris Welch Companies discussed: $RHP $ERII $JOUT $RCKY The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community....

  30. Old West Investment Management 1Q22

    Old West Investment Management, 1st Quarter 2022 Letter by Joseph Boskovich, Sr. Companies discussed: $BG $FB $NFLX $PYPL The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and...

  31. Upslope Capital Management 1Q22

    Upslope Capital Management, 1st Quarter 2022 Letter by George K. Livadas Companies discussed: $ATR $BFAM $BWXT $CASY $CMGMF $CMGMY $ENV $FCN $MDY $MKTX $NSKFF $SLGN $TCGGY $TCHBF $TCVA $TMXXF The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids...

  32. Akre Focus Fund 1Q22

    Akre Focus Fund, 1st Quarter 2022 Letter by John Neff and Chris Cerrone Companies discussed: $KKR $MCO $AMT $KMX $ADBE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and...

  33. Headwaters Capital 1Q22

    Headwaters Capital, 1st Quarter 2022 Letter by Christopher Godfrey Companies discussed: $NOTV 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...

  34. White Brook Capital

    White Brook Capital, 1st Quarter 2022 Letter by Basil F. Alsikafi Companies discussed: $MGM $IAC $MTCH $VMEO $MHK $QRTEA $KAR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and...

  35. Rowan Street Capital 1Q22

    Rowan Street Capital, 1st Quarter 2022 Letter by Alex Kopel and Joe Maas Companies discussed: $SPOT $FB $TTD $DOCU $SHOP $NFLX The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and...

  36. Laughing Water Capital 1Q22

    Laughing Water Capital, 1st Quarter 2022 Letter by Matthew Sweeney Companies discussed: $AIM.TO $CSP.L $MSOS $TACT $THRY $CSPLF $HMHC The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow…

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  37. Smead Value Fund 1Q22

    Smead Value Fund, 1st Quarter 2022 Letter by Bill Smead and Cole Smead Companies discussed:$CLR $OXY $COP $LEN $DHI $NVR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and...

  38. Madison Mid Cap Fund 1Q22

    Madison Mid Cap Fund, 1st Quarter 2022 Letter by Rich Eisinger, Haruki Toyama and Andy Romanowich Companies discussed: $MMCRX $MDCIX $GTSGX $MERAX The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community....

  39. Madison Investors Fund 1Q22

    Madison Investors Fund, 1st Quarter 2022 Letter by Rich Eisinger, Haruki Toyama, Joe Maginot and Matt Hayner Companies discussed: $MNVRX $MIVIX $MINVX $MNVAX $BKI $PPG $LBRDA $LBRDB $TJX $DLTR $PGR $BRK-B $BDX $ACGL The Capital Literature Podcast brings you investment letters in audio. Capital...

  40. Madison Dividend Income Fund 1Q22

    Madison Dividend Income Fund, 1st Quarter 2022 Letter by John Brown and Drew Justman Companies discussed: $BHBFX $MDMIX $MADAX $MADRX $BKR $EOG $NUE The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community....

  41. Blue Tower Asset Management 1Q22

    Blue Tower Asset Management, 1st Quarter 2022 Letter by Andrew Oskoui Companies discussed: $CNR $SBRCY $TCSG.ME 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...

  42. Distillate Capital 1Q22

    Distillate Capital, 1st Quarter 2022 Companies discussed: $FDS $ABBV $LMT $FANG $WMT $UNP $TXN $GD $FB $PYPL $HD $BTI $AEM The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and...

  43. Miller/Howard Investments 1Q22

    Miller/Howard Investments, 1st Quarter 2022 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…

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  44. Wedgewood Partners Large Cap Focused Growth 1Q22

    Wedgewood Partners Large Cap Focused Growth, 1st Quarter 2022 Letter by David A. Rolfe, Michael X. Quigley and Christopher T. Jersan Companies discussed: $FB $PYPL The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the...

  45. Fiduciary Management All Cap Equity 1Q22

    Fiduciary Management All Cap Equity, 1st Quarter 2022 Companies discussed: $CSL $KMX 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...

  46. Fiduciary Management Small Cap Equity 1Q22

    Fiduciary Management Small Cap Equity , 1st Quarter 2022 Companies discussed: $AB $HOOD $NVT $SKX $TSLA $WMT 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...

  47. Fiduciary Management Large Cap Equity 1Q22

    Fiduciary Management Large Cap Equity, 1st Quarter 2022 Companies discussed: $AB $BRK.A $BRK.B $CSL $DGX $DLTR $HOOD $KMX $MAS $NET $OMC $PPG $TSLA $WMT The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment...

  48. Fiduciary Management International Equity 1Q22

    Fiduciary Management International Equity, 1st Quarter 2022 Companies discussed: $AKZOF $AKZOY $BKNG $BMRPF $BMRRY $CB $CKHUF $CKHUY $EPS $FERG $GGGSF $GGGSY $HWDJF $HWDJY $LLDTF $LLOBF $LYG $SAFRF $SAFRY $SDXAY $SDXOF $SLB $TSM $USD The Capital Literature Podcast brings you investment letters in...

  49. Cooper Investors Global Equity Fund (Hedged) 1Q22

    Cooper Investors Global Equity Fund (Hedged), 1st Quarter 2022 Companies discussed: $CTAS $SMCYY $HOCPY 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...

  50. Leaven Partners 1Q22

    Leaven Partners, 1st Quarter 2022 Letter by Brent Jackson 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:...

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ABOUT THIS SHOW

Join in and listen to the Capital! 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.

HOSTED BY

Capital Literature by @sebidscap

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does Capital Literature have?

Capital Literature currently has 548 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Capital Literature about?

Join in and listen to the Capital! 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...

How often does Capital Literature release new episodes?

Capital Literature releases new episodes frequently with a large back catalog of 548 episodes. Check the episode list for recent publication dates.

Where can I listen to Capital Literature?

You can listen to Capital Literature on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Capital Literature?

Capital Literature is created and hosted by Capital Literature by @sebidscap.
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