Investor Letters
Black Bear Fund Q4 And 2017 Tearsheet
FPA Capital Fund 4Q17 Commentary – This Time It’s Not That Different
Open Square Capital 4Q17 Letter To Partners
MCARV: More than an Acronym – A Checklist that Carves Between Winners & Duds
Up 34% In 2017, Logos Muses Selling Is An Art; ROIC Proves Moats
Fasanara Capital – Fragile Markets On The ‘Edge Of Chaos’
Carl Icahn’s Letter To SandRidge Energy – Moving Beyond The Bonanza Debacle
Hoisington Q4 – Slow Inflation And Growth Ahead
Vilas Fund Partner Up 65% In 2017: Short Tesla Inc (TSLA) Is Now Largest Holding
Bronte Capital Up 28% In 2017 Amid Steinhoff Short; Nears Fund Closure
Global Allocation Fund December 2017 Commentary
Aristotle Capital December 2017 Commentary – Potholes
Lembirik Group Investments 2018 Annual Letter: Long KORS
Vltava Fund 14 Yr Anniversary – New Korean Position “It is no accident that Korea ranks number-one in the world for the number of patent registrations per inhabitant”
Weitz Investment Management 4Q17 Commentary – Value Matters
Jeffrey Pierce's Patience Wearing Thin With Cedar Realty
Barac Capital Management 4Q17 Letter To Investors: Gains On Roku
2017 Letters, Newsletter Sign Up – Year In Review

