Investor Letters
Paul Tudor Jones ““Cry ‘Havoc!’, and let slip the dogs of war” seems an apt description for this moment”
Corsair Capital Management: Long Caesars Entertainment
Global Allocation Fund January 2018 Commentary – We have slightly increased our short exposure
Robinhood Pitch Helps Cerrano Capital End First Quarter With Gains
Greenhaven Road Capital Up 48% In 2017, Nears Soft Close
Alpine Capital 2017 Letter: Margin of Safety And Icarus
Warren Buffett’s Favourite Oil And Gas Company
Ray Dalio: Short-Term Self-Interests Are Being Pursued To A Degree That It Is Threatening To Our Long-Term Self-Interest
Berkowitz: On Fannie Mae “I expect further gains from any Trump Administration-led initiative”
FPA Crescent Fund 4Q17 Commentary: Sovereign Debt Craziness
GoodHaven Fund 2017 Annual Letter – We feel that this past year’s frustratingly modest gains are tomorrow’s opportunity
Alluvial Capital Up 30% In 2017 – Long Otelco
Comeback Kid Delivers At Kerrisdale Capital, Goes Long MOMO
Pershing Square Update: Fannie Mae Nears Average Cost; Lone Nike, ADP, QSR, Etc. Sold HHC ” to address potential FIRPTA issues at PSH”
Hazelton Capital Partners 4Q17 Commentary
Crescat: Trump bubble likely to be mother of all GOP POTUS ebullience bubbles & key trigger in the bursting of China bubble
IP Capital Partners 4Q17 Commentary
The Amazon Of Hedge Funds Unhappy With 2017, Eyes 2018 Opportunities As It Continues Talent Hunt
