Investor Letters
Crescast Happy Holidays With Some Bearish Charts
Hulu: This Velociraptor Faces Extinction
Mohnish Pabrai Fund Up 57 Percent For The Year
Whale Rock Capital, Up 30.1% On Year, Plans Close To New Investors
Odey Rails … Again: Central Banks Are Losing Control
Tweedy, Browne Fund 2017 Semi-Annual Letter
Global Allocation Fund November 2017 Commentary
Emerging Value Capital Up 16% YTD Despite Big Concentration In Korean Prefs
Top Financials Hedge fund Details Short Bet Against Morningstar
Bearish Odey Digs In, Warns Of Inflationary Wave
A Dangerous Market Structure is More Worrying than Expensive Asset Valuations and Record Debt Levels
Taconic Proteges Warn Of Possible Wide-Spread Carnage Ahead
Crescat Q3: Most Overvalued Market EVER Based On P/S, P/B, EV/S, EV/EBITDA, P/E, EV/FCF Etc
Crypto “Hedge Fund Manager” Up 2436% YTD Says “Cryptos Are Not In A Bubble!!!”
The Imitation Game
Ackman Q3 Letter: Corker Resignation Is Bullish For Fannie
Odey: Call On Savings Will Floor Risk Assets
The Rumors Of Our Collective Demise Are Greatly Overblown

