Investor Letters
Choice Equities Up 29% Gross In 2018 And CAGR Since Inception On New Long Small Cap Stock
“World’s Most Bearish Hedge Fund” Is Short The Dollar, But Has A New Big Long… The Russian Ruble
Madera ONE Fund Up 89% YTD – 3Q18 Commentary: Something Old, Something New – Our new big short
Bruce Berkowitz: Top 10 Holdings, New Buys, Sold Out Positions
Corsair Capital Q3 Sees Value In Spinoff Situation In Market “Addicted to marijuana”
Khrom Capital Having Another Decent Year, Sees Value In a New Small-Cap Idea
Euclidean 3Q18 Letter: Overfitting & Underfitting – Machine Learning In Equity Investing
Crispin Odey: Up Nearly 30% YTD On Shorts In RandGold; Warns Of Dangers In US And China
Value Briefs
Carl Icahn Releases Open Letter To Stockholders Of Dell’s DVMT Tracking Stock
James Montier – The World’s Dumbest Idea – Shareholder Value Maximization
Seth Klarman’s Protege David Abrams: Top 10 Holdings, New Buys, Sold Out Positions
Wedgewood Partners 3Q18 Letter: Anatomy Of A Bull Market
Value Briefs
Black Bear Value Partners 3Q18 Commentary: Short Junk Bonds
Value Based ProChain Capital Holding Up Amid Crypto Collapse
New Small-Cap Highs, Renewed Strength For Cyclicals
Steven Cohen: Top 10 Holdings, New Buys, Sold Out Positions
Greenlight Q3 Letter To Investors: Tough Quarter, Sold Apple
Farnam Street October 2018 Letter: The Arrogance Of Investing, Mr Market Revisited, Today’s Dangerous Valuations And Twenty seconds!
