Saber Capital Management 2017 Annual Letter To Investors – “Do Your Job” – Some Thoughts on Large-Caps

Grey Owl Capital Q4 – We do not know the plot but we do know the setting & its potentially dangerous

13F Round Up

Moerus – Long Atlas Mara Limited And BR Properties S.A. ; Getting What You Don’t Pay For

IceCap Capital Management – Money has no feelings

Motiwala Capital 2017 Annual Letter – Long Nichiwa Sangyo

Hound Partners Hiring Despite Collapse In Hedge Fund Dispersion

Margate Capital: Betting On A Content "Arms Race"

Margate Capital: Betting On A Content “Arms Race”

Mittleman Has Big Gains From KB Financial, Aimia Inc. And Sberbank

Icahn Opposes ‘Fuji’s Scheme to Take Control of Xerox “Without Spending a Penny”’

Dalio – It’s All Classic: The Main Questions are About Timing and What the Next Downturn Will be Like

Tiger Global Has 50% Return On Longs As Shorts Get Amazoned: Hedge Fund Looks To Expand

Global Return Asset Management 2017 Year In Review – Risk Management

Bronte Capital Has Gain On 40% Drop In Canadian Miner; Goes Long World Acceptance Corp.

Crescat Global Macro Up 12% On Bearish Bets Expects Pain Is Just Starting

Higher UST Yields Hit Hedge Fund Fees

Livermore Partners Q4 Letter – Short USD And Valeant

Blue Tower Up 24% In 2017 – Long Joban Kaihatsu

Paul Tudor Jones Explains What He Learned From A Lifetime Of Studying Bubbles And Crashes