Investor Letters
Global Allocation Fund October 2018 Commentary – We are watching the first innings of a much larger market disruption
Western Standard Hedges With Biotech Trade
Margate Capital Wins On Tech In Q3: Salesforce, Activision Blizzard, Microsoft
Micro Cap With Lots Of NOLs
Old West Investment Management 3Q18 Commentary; Long DHX Media
Livermore Partners Up 34% YTD On Long Gold Bets, And Short Chinese Consumer Positions [Letter]
RGA Investment Advisors Q3’2018 Investment Commentary – A core position for the long-run
Emerging Value Capital Management 3Q18 Letter To Investors – Buying After Markets Tank
Gator Financial: Top Financials Hedge Fund Is Buying European Banks As One Of The World’s Cheapest Sectors
Avenir Global Fund 3Q18 Commentary – New Investment
Acacia Capital Q3 Letter: Bets On A Few Big Positions In US, UK And Brazil
Struck By Facebook In Q3, Coatue Buys Qualcomm, Roku, Motorola
Value Briefs
Fairholme Funds October 2018 Investment Update
Alluvial Fund 3Q18 Commentary – Unlisted and Unpopular Microcap
Arquitos Capital Management 3Q18 Commentary – MicroCap Update
22% CAGR Returns For Dorsey Over Past Three Years Pat Explains Why We Ban Stock Charts [Letter]
Dan Loeb: Top 10 Holdings, New Buys, Sold Out Positions
Mittleman Investment Management Q3 Letter Up 19% YTD; Finding Deep value in emerging markets (40% Of Portfolio In EM)
