Investor Letters
Value Briefs
Reviewing Bill Ackman’s Q1 Trading Activity: Sells Nike and Howard Hughes
Odey Believes The Market Could Slump In Six Weeks
Value Briefs
Steven Cohen’s 7 Largest Stock Acquisitions In Q1
Highbridge Capital Warns To Get Ready For Rising Volatility
2018 Q1 Hedge Fund Resource – Horseman, CFA, Sohn, Ivey, Dane, Arquitos, Denali, Shortselling, ValueAct, Druck, Ackman, Loeb, Singer, Top Emerging Managers And More
Horseman Global Loses On Currencies And Short Bets In May
Value Briefs
The Madness Of The Masses And Wisdom Of The Crowd
Value Briefs
5 Exemplary CEO Annual Letters Worth Reading
Looking Back At Perry Capital’s Failed MLP Play
Value Briefs
The Biggest Misconceptions About Working For A Hedge Fund
Value Briefs
McIntyre Partnerships May 2018 Tear Sheet
Black Bear Value Fund May 2018 Commentary
Berkshire Hathaway Letters To Shareholders – 2017 Audiobook
Short Biased Hedge Fund Underperforms In Q1, But Sees Big Change Ahead
Value Briefs
Allison Pearson, How Hard Can It Be? [Book Review]
The Under The Radar Hedge Fund Crushing The Market With Its Tech Picks
Value Briefs
Appaloosa And Senator Investment Group Send Letter To Allergan’s Board Of Directors
Crispin Odey’s Recovery Gathers Pace As Gains Hit Double-Digits For 2018; Says “the chickens are coming home to roost”
Value Briefs
