Investor Letters
Michael Burry – Top 10 Holdings Q42018
SAGA Partners 4Q18 Commentary: Long This Canadian Midcap
Coho Capital 2018 Letter: Netflix Is The “Cable Cowboy for the Streaming Age”
Maverick Capital Celebrates 25th Year With Investor Letter Discussing “When Preserving Capital Is Wiser Than Growing It”
Exclusive – Blue Mountain Doubles Down On Credit Exposure After Mixed 2018 And Insistence That PG&E Is “Solvent”
Left Brain Capital Appreciation Master Fund January 2019 Update Up 26% In January
Michael Mauboussin: Who Is On The Other Side?
This Fixed-Income Giant Was Flat In December But Outperformed In 2018
Hedge Fund 13F Round-Up For Q4 2018
Ray Dalio – Top 10 Holdings
Alluvial Fund January 2019 Partnership Update
Nantahala Capital Comes Out On Top With 19% Return In 2018 Using Under The Radar Stocks
Pershing Square 2018 Annual Presentation “Creating Value Through Activism”
Royce Funds 2018 Annual Letter: Using The Downturn To Find Opportunities
Avenir Global Fund 4Q18 Commentary: Hong Kong Firm With Prior Audit Trouble Is Big Winner
Black Bear Value Fund January 2019 Update
This Aussie Fund’s Losing Stocks In 2018 Rallied In January
Rowan Street Capital 4Q18 Commentary
