Investor Letters
Bronte – Short Valeant Case Study
First Pacific On WMDs
World's "Most Bearish Hedge Fund" Goes All In On China Collapse, Inflation Explosion
World’s “Most Bearish Hedge Fund” Goes All In On China Collapse, Inflation Explosion
Corsair Capital Q1 Letter: Long ILG
Paulson Merger Arbitrage Fund Posts Loss… Again – Hopes For GSE Investments To Turn That Around
“Tesla would have to be a great stock for the next decade”, Reallly?
You Are Here!
Curreen Capital: Up 4.4% During Q1 Despite 44% Cash Position
Arquitos Capital With 38.8% Annualized Returns Reveals Top Picks
Tilson Q1 Letter: Fannie And Freddie "could appreciate 4-10 times" But Risks Remain High
Balyasny Looks To Build The Amazon Of Hedge Funds, But Can He?
Bluetower Q1 Letter
Crispin Odey, Down 33.7% Year Over Year, Feels Lonely
Arquitos Capital Up 30% CAGR On 5 Year Fund Anniversary
An Issue of Leverage Not Yet Seen as an Issue
Blue Tower Asset Management: LONG Subprime Auto "Meltdown"
Moab Partners Thinks Prospects For Armstrong Flooring Takeover Look Good

