Investor Letters
Stanphyl Capital: The Tesla Motors Inc (TSLA) Deception
THIRD POINT – GET YOURSELF A BOARD SEAT
Third Avenue Funds Portfolio Q1 Letter: “What happened to Value investing?”
Cooper Creek Partners Has Strong 2015; Details Bullish Case For Seritage Growth Properties
Hawk Ridge Management: Up 7.7% In 2015 Likes MLPs
Firefly Value Partners Blames Losses In WTW Short On "Large Investor"
Firefly Value Partners Blames Losses In WTW Short On “Large Investor”
Lume Group 2015 Annual Report – Zero Margin Of Safety
Raging Capital: Down 10.6% For 2015, Hopes To Gain On Biotech Shorts
Khrom Capital 2015 Letter; Long OnDeck Thesis
OC Premium Small Companies Mandate February 2016 Report
Giverny Capital 2015 Annual Letter To Partners
Weston Hicks' 2015 Annual Letter To Alleghany Shareholders
Whitney Tilson On Lumber Liquidators – This Is Not Over
General Chocolate: A Complaint (2003) – Marathon Asset Management
Andy Hall: Oil Prices Could Be Headed To $80 In Next 12 Months
Global Return Asset Management February 2016 & YTD Results
Zeke Ashton's Centaur Total Return Fund 2015 Annual Letter: Bargain Hunting in High Yield Bonds
