Arquitos Capital Management 2Q19 Commentary: Heavy Long This Microcap

Vilas Fund 2Q19 Commentary: Most Difficult Stock Picking Environment Since Dotcom Bubble

Perritt Capital Management 2Q19 Commentary: Whac-A-Mole

Steve Mandel Having Strong 2019 Going Long Some Big Name Shorts

Starvine Capital Corporation 1H19 Commentary

Kerrisdale Highlights Tech Long With Strong Q2 Returns [Scoop]

Blue Tower Asset Management 2Q19 Commentary

Carlson Capital Barely Positive As Hedge Fund Warns Of Danger As Private Equity Drive Stocks To Record Levels

Mohnish Pabrai’s Indian Investments Hold Back Portfolio In Q2 [Scoop]

Euclidean 2Q19 Letter: Forecasting Uncertainty

Value Briefs

Global Return Asset Management June 2019 Commentary: Managing Risks

This Short-Biased Fund Hit First-Half Returns Out Of The Park

Daily Journal Corp (Charles Munger) – Top 10 Holdings Q2 2019

Vilas Capital 2Q19 Performance Update

Europe & EM in particular remain potential value traps

Open Square Capital 2Q19 Commentary

Lembirik Group Mid-Year Letter 2019

Crispin Odey: Central Banks Are Stockpiling Gold To Break The Dollar’s Dominance

This Aussie Fund Is Prepped For A Slowing Economy

Farnam Street July 2019 Letter: When will fundamentals matter again? The truth is, no one knows