Investor Letters
Aristotle Value Equity 1Q16 Commentary – Amgen
S&C Messina Capital Management 2015 Inaugural Letter
Whitney Tilson On Fannie Mae Depositions; Dr. OZ On Lumber Liquidators
Free Trade: This Means War – Sui Generis
Sandon Capital Activist Fund March 2016 Commentary
Meson Capital Partners 1Q16 Letter – Short Stories
Vltava Fund 1Q16 Letter: An Exercise In Market Psychology
Shorts, Long Healthcare Bets Hurt Glenview Performance In 2016
Balyasny Preparing For 2016 “Challenges” Ahead; Looks To Hire
Livermore Partners Q1 Letter: Up 18%; Short Valeant (VRX)
Starvine Capital Corporation 1Q16 Commentary: Value Persists In Specific Pockets
Whitney Tilson Down 4% In Q1, -7% In 2015; Lumber Liquidators Is Biggest Short
Donville Kent Capital Ideas Fund Q1 Letter: Hit By Valeant
Jamie Dimon's 2015 Annual Letter To JPMorgan shareholders
GreensKeeper Value Fund 2015 Annual Letter
Sam Hinkie's Letter – Thinking about thinking – Klarman, Buffett And Others
Semper Augustus Investments Group 2015 Annual Letter – Intrinsic Value In 2000 And 2016
Crescat Capital Up 1.4 Percent In Q1 Driven By Long Precious Metal Position

