Value Briefs
Investor Letters
Value Briefs
After A (Rare) Strong Month Crispin Odey Continues Attack On Central Banks Warns of ” First taste of stagflation in 50 years”
Why I’m never going to work for an investment bank again
Forensic Accounting Needle in a Haystack Is for Insurance Investors
Needle in a Haystack Is for Pharmaceuticals Investors
Needle in a Haystack Is for Financial Services Investors
Filing Season Finds: Tuesday, March 6 – Specialty pharmacy red flag
Filing Season Finds: Friday, March 2
There is a strong correlation between improving ROIC and increasing shareholder value – CHART
China Bubble Theme Boosts Crescat Capital In February, But Pain Is Just Starting Says The Hedge Fund
Filing Season Finds: Wednesday, February 28
Lone Pine Misses The Big Short
My $125 Million Dollar Mistake
Crispin Odey: Capitalism At Risk Amid QE Unwind; Valuations At 1929 Levels
Volatility is the brother of credit… and volatility regime shifts are always driven by the credit cycle
Anbang Is China’s Lehman Moment: Crescat Capital
Arlington Value Wishes For “Moody” Market Volatility, Gets It One Day Later
One Of Buffett’s Favorite Investors Takes A Swipe At Grantham
Top-Returning Lyrical Explains How Active Managers Can Succeed
