Investor Letters
Despite OnDeck, Khrom Capital Powers Ahead With Another Market Beating Year With 155% Portfolio Winner
First Eagle: “Passive Investing Could Prove To Be An Expensive Mistake”
Value Briefs
Elliott Management Releases Letter To The Board Of Athenahealth
Charts Of The Week: Top And Bottom Performing Hedge Funds By Year
Focus On Management Excellence; My Interview Did NOT Go Well!
ValueAct Capital: Here’s Why Citigroup Is Now Like Microsoft In 2013
San Francisco Fund Manager Defends 2nd Largest Holding, Tesla, Sees 500k In Sales Ahead
ValueAct Capital Q1 2018 Letter: Making A Case For Bank Stocks
After 72% Return In 2017, Aussie Hedge Fund Up In April Thanks To Hot Short Trade
Old School Value Nugget Fest (May 8th Edition)
Value Briefs
Distributing Health And Happiness Throughout China
In His Latest Letter To Investors, Russell Clark Becomes Ned Stark Warning Of The Most Dangerous Winter Ever
Indaba Capital Management: GNC Credit Postmortem
Hedge Fund To Lessen Short Discussion In Letters Amid Squeezing
Value Briefs
Probability, Pigs And Markets
Half Moon Capital Has Strong Q1 2018 Thanks To One Position Up Over 230% In 2018
Arquitos Capital Management Long Westaim
A $90M Stock With Lots of NOLs, tax credit carryforwards, Cash Etc Which Could Easily Double
