Lakewood Capital Bets Against One Of China’s Richest Billionaires

FASANARA ON THE "FAKE MARKET CYCLE"

Deltec Q3 2017 Investment Letter “Boom or Bubble?"

Alluvial Fund 2Q17 Letter To Partners – “True Growth” Companies

Baupost Readies Dry Power Amid Frothy Markets – Letter

Baupost Connects The Dots, Sees Crash "Accelerant" – Letter

Baupost Connects The Dots, Sees Crash “Accelerant” – Letter

Facebook Versus AOL, 18 Years and Counting: Can One Hide From The NASDAQ 100 In The S&P 500?

Euclidean Q2 – Using Simulations to Compare Valuation Measures for Selecting Inexpensive Companies

Massif Capital 2Q17 Letter To Investors

Sui Generis 2Q17 Letter – Gains On Shorts In Transforce, Exchange Income Corp., Badger Daylighting & Teck Resources

Blue Tower Asset Management Q2 – Long Fonar Corporation

Acacia Capital On Value Investing In The Amazon Era

RV Capital On Why Investing In ESG Focused Firms Is Also Good For Profits

Jonathan Ruffer July 2017 Commentary

60-standard deviation Movement

Dearness of the index

The ongoing triumph of reason over emotion

Burr Q2: Adding Machine Learning to a Latticework of Mental Models

Seth Klarman: A Bubble Warning From The Past