Investor Letters
Prescience Point Capital Short Kellogg Company (K)
Value Briefs
FPA Capital Fund 3Q18 Commentary
Seth Klarman: Q32018 Top 10 Holdings
Top Emerging Manager Sees This Micro-Cap As A 30-Bagger Waiting To Happen
Third Quarter 2018 13F Round-Up
David Einhorn: Top 10 Holdings, New Buys, Sold Out Positions
Lone Pine: The End Of An Era As Mandel Leaves
Tiger Cub Exits This Key Losing Short But Remains Skeptical
Dan Loeb: We Continue To Invest In The Integration Of Our Fundamental Process And The “Rise Of The Machines”
Tech Stocks Are Finally Imploding; This Famed Hedge Fund Manager Expects It To Last This Time Amid “Seismic Shift” In Markets
Alluvial Fund October 2018 Performance
Hayden Capital 3Q18 Commentary
Saga Partners Up 13% In Q3; Interpretation of results and long-term thinking And top holdings
Black Bear Value Fund October 2018 Returns
Value Briefs
Bill Ackman: Top 10 Holdings, New Buys, Sold Out Positions
Seth Klarman Protege – David Abrams: Q32018 Top 10 Holdings
Value Briefs
Barac Capital Management 3Q18 Commentary
Long-Term Capital Management (LCTM) Applicable To Today’s Market
