Investor Letters
Vltava Fund Q1 2025 Commentary: Is The Stock Market A Casino?
Today’s Sell-Off – Global Return Value Investments
GDS Investments February 2025 Client Note
Silver Beech Capital Q4 2024 Commentary
Exclusive Insights
Kerrisdale Capital Continues Their Winning Streak In February
Exclusive Insights
‘The Big Short’ Greg Lippmann Agrees With Scott Bessent’s That Wall Street’s Reign Is Ending [Exclusive]
Semper Augustus Investments Q4 2024 Commentary
Exclusive Insights
Fifth Hill Capital: Trump Return Didn’t Boost Small-Caps; Value Underperformed to Growth Stocks
Exclusive Insights
Up 12 Percent in 2024, ‘The Big Short’ Greg Lippmann Still Likes Solar PPAs [Exclusive]
Auscap Asset Management February 2025 Commentary
Exclusive Insights
DG Capital Rides High in 2025 With Gains In Anterix And Burford Capital
Exclusive Insights
Svelland Capital Delivered 11.12% in 2024; Keeping Strong in January With 0.79% Gain [January Commentary]
Broyhill Asset Management Q1 2025 Commentary
Exclusive Insights
Hedge Funds Are Snapping Up Shares of this “BadCo” Howard Hughes Spinoff
TMR Capital Q4 2024 Commentary
Exclusive Insights
Third Point Sold Its Full Stakes Danaher, Thermo Fisher, Tesla and Cinemark in February [Exclusive]
Exclusive Insights
Kerrisdale Capital Wins Big in January
Kernow Asset Management Down 3.85% in February 2025: New Position in Kistos
Exclusive Insights
