Investor Letters
Arquitos Capital Partners Up 64% In 2017 – Long MMA Capital
Howard Marks: Latest Thinking
Weitz Value Fund 4Q17 Commentary
URI Capital: Finding Value In Financials
Paradise Lost
GDS Investments January Investor Update
Crispin Odey Needs A Hug
Hedge Fund With 3.76 Sharpe Warns Of Danger In Credit Markets
Farnam Street Investments January 2018 Client Letter
“CRYPTO CRASH” — JANUARY PROVIDES HUGE OPPORTUNITIES IN THE CRYPTO CURRENCY MARKET, SAYS MANAGER WITH “2017 UN-AUDITED PROFORMA RESULTS OF +11,115%”
Kerrisdale Delivers 19.8% in 2017, Pulls In Net Exposure Levels
Seth Klarman’s Dead Unicorn Trade
One Of The Last Remaining Short Only Hedge Funds Warns Of Risk Parity "Liquidity Crash"
One Of The Last Remaining Short Only Hedge Funds Warns Of Risk Parity “Liquidity Crash”
FrontFour Capital Gains 12.4% Thanks To Fiat
Horizon Kinetics 4Q17 Portfolio Update – The CalPERS Return Problem and its Contribution to the Bubble. [Slides]
Euclidean Technologies 4Q17 Letter – How Well Do Investors Predict the Future?
David Einhorn’s Greenlight 2017 Q4 Letter: Long Twitter
