Investor Letters
Is Another Jump Higher In Oil Prices Coming?
Prem Watsa: Top 10 Holdings, New Buys, Sold Out Positions
“Cheesy Dad” Readings And Reflections
Volatility, Dispersion & Correlation – Friends Or Foes?
McIntyre Partnerships August 2018 Performance Update
Iron Bridge Resources Update
Black Bear Value Fund August Commentary – Gains On Credit Shorts
Value Briefs
Hedge Funds Continue To Struggle As Asset Weighted Returns For The Year Turn Negative
Value Briefs
On My Radar: Valuations, Forward Returns And Sandpiles
Value Briefs
George Soros: Top 10 Holdings, New Buys, Sold Out Positions
Value Briefs
Absolute Return Partners September 2018 Letter: Private Credit Demystified; A grim-looking future for traditional investing
Deep Value Micro Cap With Lots Of NOLs And 150% Upside
The Best Performing Hedge Fund ever… Or?
GDS Investments H1 Letter: “Just Right”
Livermore Partners Q2 Letter: Up 15.4% YTD, Long Small-Cap Energy Company
Michael Burry: Risk Is Not Defined By Volatility, But Rather By Ill-Conceived Investment
Howard Marks: Top 10 Holdings, New Buys, Sold Out Positions
Value Briefs
Jensen Investment Management Holdings Update: Sell Coca-Cola
