Investor Letters
Chuck Akre’s Hedge Fund Vehicle Is Up 16% In Q1 On Option Bets
This Hedge Fund Giant Predicts Slow End To Fannie’s, Freddie’s Conservatorships
Gator Updates Fannie, Presents The Long Case For SVB Financial Group
In New Letter Kyle Bass Warns On China “The Inmate is Now Running the Asylum”
Hedge fund alpha is reducing on an absolute and risk adjusted basis
Old West Investment Management 1Q19 Letter: Long These Commodities
Vilas Fund Up 34% In 1Q19; New Positions; Q1 Letter
Willow Oak Select Fund 1Q19 Commentary
Replicating Famous Hedge Funds
GSE Preferreds Drive Gator Financial’s 20% Return In Q1
Arquitos Capital Management 1Q19 Commentary
Alpine Capital Research 1Q19 Commentary: A Historic Divergence
Bruce Berkowitz – Top 10 Holdings
MoxReports: Behind The Scenes With Vuzix, Sichenzia And IRTH
The Top And Bottom Funds Of 2019 CHART
Saga Partners 1Q19 Letter – Investment Thesis: Trupanion Inc (TRUP)
Alluvial Fund 1Q19 Letter – Our Rural Telco Complex
Why eBay Is Jan Brady To Amazon’s Marcia

