Investor Letters
James Montier: “Finance Has Turned The Art Of Transforming The Simple Into The Perplexing Into An Industry”
Old School Value Nugget Fest (Apr 25th Edition)
Value Briefs
Childrens Place Inc (PLCE) Analysis
Value Briefs
Top 10 Managed Futures Programs In March
Lakewood Capital’s Shorts JOBS Act IPO
Lakewood Capital Shorts Include Ligand, iRhythm, Tesla, Celltrion, Aurora Cannabis, PRA Group and Canopy Growth
Gator Capital On Where To Find Alpha Right Now
Crispin Odey “At Last” Profiting As Market Drops; Details Bank Short
Seth Klarman On FAANG, Leverage, Discipline, Value Investing, Bitcoin, Disruption, Softbank, Reading And More
Farnam Street Q1: Lobsters, Buddhism, and Warren Buffett
Madera Main Fund Up 55% In 17, Gains 73% In Q1’18 – Details The Tech Revolution
Locust Wood Is Loving This Market Volatility
Seth Klarman Warns About Accelerating Disruption
Gator Financial: Uncovering Value In Financials
David Einhorn FULL Q1 Letter
FANG vs The Market
Value Briefs
Klarman On Softbank
Q1 2018 And 2017 Hedge fund Letters UPDATED 3/26
