Commentaries
Investor Letters
Commentaries
Commentaries
Tweedy Browne Fund Q1 2025 Commentary
Commentaries
Bronte Capital Callisto Fund April 2025 Commentary
Black Bear Value Fund April 2025 Update
Exclusive Insights
DG Capital Up In 2025; Buys Stressed P&C Insurer & Sells VEON [Exclusive]
Exclusive Insights
Gardner Lewis: The Rise of M&A Under New Administration Will Happen Soon [Q1 Letter]
Third Point Q1 2025 Commentary: Big Position In U.S. Steel, Repurchased Apollo During March Lows
Exclusive Insights
ValueAct Buys Entegris, Applied Materials, Amazon, Trims Meta Platforms [Q1 Letter]
Exclusive Insights
Hedge Funds Wait for the Market to Appreciate this Payment Processor’s Turnaround and Trigger a Re-rating
Arnott Opportunities (Cayman) Fund March 2025 Commentary
Exclusive Insights
Chase Coleman’s Tiger Global Wins with Shorts in Q1, Cuts Magnificent Seven Exposure in Half Ahead Of Crash
Exclusive Insights
Hedge Funds Are Rallying Around This Downtrodden CRO Stock
Grey Owl Capital Management Q1 2025 Commentary
Exclusive Insights
DG Value Partners Struggle in March On Burford Capital & Caesars Declines
Miller Howard Investments Q1 2025 Commentary: Where Have All the Dividends Gone?
3 Of The Top 10 Hedge Funds In 2025 – Crescat Capital
Exclusive Insights
Choppy Markets Tip LHC Capital Into the Red Despite Gains On This Short
Praetorian Capital Fund Q1 2025 Commentary
Exclusive Insights
Kerrisdale Capital Sees Potential in Latin America; Here Are Their 3 Favorite Regional Stocks [In-Depth Exclusive]
