Akre Capital Management 4Q21

Akre Capital Management, 4th Quarter 2021 Letter by John Neff and Chris Cherrone Top 5 positive contributors: $KKR $MCO $AMT $CSU.TO $DLTR Top 5 detractors: $TOI.V $CSGP $CRM $V $ADBE Companies discussed: $MA $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.