Oil-Focused Brenham Capital Continues To Charge Ahead With 20% YTD Return After 23% 2015 Gain; Short Rowan

Avenir Value Fund 3Q16 Commentary, Up 13.1% YTD; Gains On El.En

Dan Loeb Q3 Letter “Our democracy has also been meaningfully disrupted this year”

Beyond The CAPE: The Influence Of Interest Rates On Equity Valuation

Einhorn Backed Firefly Value Partners Details Short Ascena Retail Group Thesis

Pabrai Funds Springs Back After Horsehead

Mittleman Brothers – Strong Q3 – Long Rallye SA

Mairs & Power Growth Fund 3Q16 Commentary

Aristides Up 11 Percent YTD Boosted By SAExploration Long

Meson Capital 2016 Q3 Letter: A Great Activist Passes Away

David Einhorn Contrasts Blinded Tesla Investors To Janet Yellen Who Imagines Light In Q3 Letter

Tweedy Browne Fund 3Q16 Commentary

Undeterred By Massive Losses, Odey Predicts Market Collapse

Lakewood Capital Q3 Letter Explains Shorts In Viasat And 2U, Inc.

JDP Capital 3Q16 Letter To Limited Partners – Long Carrols Restaurants (TAST) And Malone

Centaur Value Fund Adds To Cognizant On FCPA News Dip

Farnam Street October 2016 Letter – The Importance of Capital Allocation

Horizon Kinetics 3Q16 Commentary – What is Defensive or Moderate Risk Investing?

Old West Investment Management Strong Year Details Long IDW Media Thesis

Blue Tower 3Q16 Up 28% YTD Details Tyson Foods Investment Thesis