Investor Letters
Madera Technology Up 43% YTD On The Shocking Stat Of The Day
Vilas Capital Management 3Q17 Commentary
Grey Owl Capital Management 3Q17 Commentary "Value investing is under attack"
Papyrus Capital Fund 3Q17 – M&A Optionality – Convergence of Wireless & Cable
Generic Capital Q3 Letter – Staying Focused To Our Core In A World Dominated By Noise
Hayden Capital 3Q17 Commentary – Zooplus , Amazon And FANG
Crispin Odey Says "Time Is Running Out" Again
Mittleman Brothers Q3 Letter: Long Village Roadshow And Aimia
Aided By Pearson's Debt Gorge, Hedge Fund Up 30% In 2017, After 135% In 2016
Aided By Pearson’s Debt Gorge, Hedge Fund Up 30% In 2017, After 135% In 2016
David Einhorn's Remarks From The Greenlight 3Q17 Earnings Call
Boyles Capital: Investing In Considerably Challenged Companies
TIG Securitized Fund Returns Falling With Credit Quality
Avenir Value Fund 3Q17 Letter To Investors: Gains On Adairs And BBX Capital
Half Moon: Running out of ideas, Likes Cash And Monopoly
Einhorn Cub Get Boost In Q3 From Short Positions
Deer Park Credit Gets Big Boost From Distressed Consumers; Sees Value In "Frenzied" Credit Markets
Deer Park Credit Gets Big Boost From Distressed Consumers; Sees Value In “Frenzied” Credit Markets
