Value Briefs
Investor Letters
Value Briefs
The Danger In Private Real Estate Investments
Kerrisdale Capital: Intelsat S.A. (I) And SES S.A. (SESG) Update
Howard Marks: Very Few Investors Consistently Know When A Stock Price Is Wrong, And By How Much, And In Which Direction
Micro Cap Deep Value Play With Lots Of NOLs
David Einhorn Q2 FULL Letter: Another Brutal Quarter
Value Briefs
August 2018 IceCap Global Outlook – “Special Edition”
Value Briefs
BlueMountain Capital: Procyclicality And Its Extremes
Locust Wood Capital Sees Plenty of Opportunity With Cheap Stocks
JHL Dumps Gold And Highlights Speculative “Euphoria” In Q2 Letter
Horizon Kinetics: Great News For Active Investors – The History Of Passive Investing Over The Past 20 Years
Teton Capital Partners Q2 Letter: $46 Million Lost On One Position This Year
Corsair Capital Returns Flat For Q2 As Stocks Buck History
Value Briefs
Bill Miller: No One Knows What The Market Is Going To Do Over Any Time Horizon Short Enough To Be Of Interest To The Typical Investor
Alluvial Fund Q2 Letter: Underperforming Short-Term, Killing It long Term On Obscure Micro Caps
Lakewood Capital Q2 2018 Letter: Short Defense Firm Akin To Tesla
Value Briefs
Which Are The Best Shareholder Letters For Investors To Read
Hazelton Capital Partners 2Q18 Commentary – Small Cap Long Idea
Moats In The Age Of Disruptions
