Investor Letters
Dan Loeb Letter On Nestle
Odey Down Again, Sticks To Bearish Bets And Warns Of "Long, Hot Summer For The Bulls"
Odey Down Again, Sticks To Bearish Bets And Warns Of “Long, Hot Summer For The Bulls”
Logos 2016 Letter – “The Worst Start To A Year Ever!”- Everyone – What are "baggers"?
Logos 2016 Letter – “The Worst Start To A Year Ever!”- Everyone – What are “baggers”?
Crescat Capital – Anbang should be viewed as China’s Lehman or AIG moment
Hugh Hendry Loses On Le Pen Trade; Goes All In On Four Bets
DoubleLine Funds June 2017 Webcast – Corporate Debt to GDP [Slides]
Global Allocation May 2017 Commentary
Stanphyl May 2017 Letter
Andy Hall Blames "Fake News" For Misleading On Oil
Andy Hall Blames “Fake News” For Misleading On Oil
IP Capital Partners 1Q17 – Pricing Power
Steven Romick May 2017 Letter: Two Decades Of Winning By Not Losing
Kerrisdale: Up 4.3% In Q1, But Will Straight Path Hurt Q2?
Paul Singer Says Joke Is On Developed World Economies Who Steal Growth From the Future
FPA Capital Fund 1Q17 Commentary
Crispin Odey Makes Mistake In Timing In Historical Analogy And Market Bets
