Investor Letters
Leon Cooperman’s Omega Converts To Family Office [LETTER]
Value Briefs
What’s For Brunch? Trending Foods With Growth Potential: Part 2
Value Briefs
GreenWood Investors 2Q18 Letter: Mind The (Expectations) Gap
Universa 10 Yr Letter: What’s Past Is Prologue
Crosspoint Capital Management 2Q18 Commentary
Odey Still Beating The Market Says “Trump is Winning Everywhere” And Expects It To Conitune In Midterms, Profits Off Of A Massive Short In UK Debt
After Sizzling 2017, Vilas Capital Off To Rough Start In 2018
Horseman Global Bets On Commodities To Win In Trade War
Value Briefs
Crude Inventory Below 5 Year Average
Value Briefs
Skenderbeg: Hedge Funds Are Quietly Doing Pretty Well
Famous Black Swan Hedge Fund Is Misunderstood Again
Teton Capital Beating The Market With Market Hedges
Value Briefs
Global Dominance Via Stocks, Not War
Exclusive Part I Mark Spitznagel On Why Its Only A Matter Of Time Until The Next Crash [LETTER]
Stone House Partners Has A Strong H1 After Scorching 2017 Return
Value Briefs
I, Pencil… A Classic…
Value Briefs
Hidden Value Stocks Q2 2018 – Issue 12 – 100%+ Premium Buyout On June 29th
Crescat Has Big Gain From Yuan Devaluation
