NZS Capital 4Q21

NZS Capital, 4th Quarter 2021 Letter by  Since inception, Growth Equity rose 41.60% annualized  and Select rose 44.79% annualized compared to a 17.19% return for the index. Companies discussed: $GOOG $LRCX $CCI $MCHP $SUI $APH $MSFT $PTON $NEXOF $RDFN $DIS $TMUS $Z $ZEN $TTWO $PYPL $SNAP 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.