Investor Letters
Livermore Up 14% In 2018 On Pacific Gas and Electric Short
FPA Special Commentary – Risk Is Where You’re Not Looking
Arquitos Capital Management 4Q18 Commentary: Structured for Permanence
Black Bear Value Fund Q4 And FY18 Update
Growth Still Beat Value In 2018, Thanks To The Bear Market As Corsair Details SPAC Long Thesis In-Depth
Rowan Street Capital 3Q18 Letter Up 26% YTD, What Worked And Why?
Vltava Fund 4Q18 Letter: Going Short
Krensavage’s Healthcare Focus Pays Off In 2018
FPA Crescent Fund 4Q18 Commentary – Financials, Communication services, and information technology 43% of the portfolio
Half Moon Capital Outlines Short Thesis For This Tech Midcap
Lakewood Capital Hit On Weed Short, Has Two Other Names Its Betting Against
Steven Romick Commentary: Risk Is Where You’re Not Looking
93% Of Asset Classes Are Down – What To Do Now?
BlueMountain Hit In November By PG&E Exposure As Utility Faces Potential Murder Charges
Left Brain Capital Appreciation Master Fund November 2018 Report
Value Briefs
The Strange Act Of ING In The Noble Circus. Q&A
Time To Buy?
Hedge Fund With Many Multi-baggers Sees 283% Upside For This Micro Cap With Tons Of NOLs
