Investor Letters
Value Briefs
Black Bear Value Partners LP 2Q19 Letter: Top 5 Businesses We Own
This Value Hedge Fund Which Hunts For Top Small Cap CEOs Is Up Almost 40 Percent For 2019
Seth Klarman – Top 10 Holdings Q12019
This Top Shortselling Hedge Fund Was Helped By Crypto Arbitrage, Hurt By Tesla Short
Odey Likes Gold As He Warns Trump WIll Not Back Down From China Conflict Amid “A Crusade That Unites Washington”
Why June Is Christmas For Small Caps
Vltava Fund 2Q19 Letter To Investors
Absolute Return Partners July 2019 Letter: Energy Misconceptions
This Top Value Hedge Fund Is Ready For Volatility With Dry Powder And Is Bullish On A Real Estate Compounder
Focused Compounding Capital Management 2Q19 Letter
Askeladden Capital 2Q19 Letter: Askeladden Reloaded
Value Briefs
Tollymore Investment Partners 1H19 Letter: The economic characteristics of platforms
George Soros – Top 10 Holdings Q12019
Kerrisdale Partners Adds 1.3% In May, Builds On Strong YTD Performance
Cliff Asness: Serenity Now
Millennium Management Pushes Ahead With 3.73% YTD Gain
Carlson Capital’s Double Black Diamond Adds 2.4% YTD
Howard Marks June 2019 Memo: “This Time It’s Different”
