Investor Letters
Crossroads Capital Is Massively Bullish On One Stock For Its “Hidden Assets”
McIntyre Partnerships 1Q19 Letter: Long Company With Asbestos Troubles
Open Square Capital 1Q19 Letter – Up 44% YTD On Energy Bets
Carlson Capital Arbitrage Profits From Celgene/Bristol-Myers Mega Deal
Charles Munger – Top 10 Holdings Q12019
Einhorn Q1 Letter To Investors (Full PDF): 11% Gain As Tesla Short Pays Off
10 Charts To Watch In 2019 [Q1 Update]
Millennium’s Equity Arbitrage Strategy Led The Way In March
Global Return Asset Management March 2019 Commentary: Thoughts On Cash
Livermore Up 38% In 2019 As Gains On Gold And Shorts In WTW & GS Pay Off
Black Bear Value Partners LP 1Q19 Letter “Short credit in large size”
Logos LP 1Q19 Letter – Thoughts on Church and Dwight’s Acquisition of FLAWLESS
Elm Ridge 1Q19 Letter: “Madoff Or Laid Off”
Markets Do Not Repeat, They Don’t Even Rhyme
Carlson Capital’s Black Diamond Arbitrage Still Leads The Way
Value Briefs
Breach Inlet Capital Sends Letter To Board Of Aimia Inc.
Warren Buffett – Top 10 Holdings Q42018
[FREE] HVS 1Q19 Newsletter: Interview With Gate City Capital And Breach Inlet Capital

