Exclusive Insights
Investor Letters
Exclusive Insights
Exclusive Insights
Tepper‑Backed CastleKnight, Run by Nephew, Suffers Record Q1 Losses [Exclusive]
Third Avenue Value Fund Q1 2025 Commentary
Exclusive Insights
Despite a Negative March, Kerrisdale Capital, Still Running Strong In 2025
Auscap Asset Management April 2025 Commentary
Exclusive Insights
Svelland Hit -9.47% YTD, Mostly Due to Tariffs; LNG, Tankers, and Resources Were Detractors
Arquitos Capital Up ~30% YTD (Through April 18th): Letter
Donville Kent Asset Management Q1 2025 Commentary
David Einhorn Dumps TKWY and SYENS, Analyzes Trump’s Tariff Strategy [Greenlight Capital Q1 2025 Letter]
Exclusive Insights
This Tail-Risk Fund Is Killing It in 2025 Amid Market Volatility
Saga Partners Q4 2024 Commentary
Apis Flagship Fund Q1 2025 Commentary
Kernow Asset Management March Letter: FTSE 100 Accounting Arbitrage
Black Bear Value Partners Q1 2025 Letter: Long Asbury Group
GDS Investments April 2025 Letter: These Stocks Are Well Positioned Post Tariffs
Howard Marks April 2025 Memo: Nobody Knows (Yet Again)
Tariff Impact On Video Game Industry And Electronics – Gabelli Funds
Global Return Value Investments March 2025 Letter: On Trump’s Tariffs
ProChain Capital March 2025 Update

