Investor Letters
Global Return Asset Management July 2019 Commentary: Trade War Will Have Zero Impact On This Company
Carl Icahn Issues Open Letter To Occidental Petroleum Stockholders
We Went Through A Massive Amount Of Q2 Hedge Fund Letters Here Are The Most Notable Positions
McIntyre Partnerships 2Q19 Commentary: Long This Micro-Cap Real Estate Stock
This Hedge Fund Is Up Nearly 100% YTD
Lee Ainslie’s Maverick Capital Outlines Indian Bank Longs
Hayden Capital 2Q19 Commentary: “Good” Vs “Bad” Business Model
The Hidden Appeal Of Small-Caps And Cyclicals
Valuation Dashboard Alarming Signs
Black Bear Value Fund July 2019 Performance Update
Maverick Capital’s Lee Ainslie’s Predicts The End Of The Cycle Soon As He Warns Of Major Crash
This Growth Hedge Fund Is Up An Impressive 31 Percent Through July
Hedge Fund With 2.56 Sharpe: Wall Street Has Gone Mad: “Bad News Cheered, Good News Makes Investors Nervous”
SAGA Partners 2Q19 Commentary: Long Trade Desk, Inc.
Greenhaven Road Capital 2Q19 Commentary
Barac Capital Management 2Q19 Commentary
Global Allocation Fund July 2019 Commentary: How To Profit From Madness In European Sovereign Debt Spreads
Bill Ackman – Top 10 Holdings Q1 2019
