NZS Capital 3Q21

NZS Capital, 3rd Quarter 2021.  Companies mentioned: $BLL $CRM $CDNS $MSFT $ASML $ADYEY $SUI $CMG $LRCX $VIAC $TMUS $CCI $SAIL $PTON 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.