Investor Letters
Hazelton Capital Partners 4Q15 Letter; Long CUI Global Inc (CUI)
azVALOR First Letter To Investors
Lakewood Capital Shorts: Adeptus Health; Dycom Industries; Dean Foods; PRA Group
Global Return Asset Management January 2016 Activity Summary
United Development Funding (UDF) Total Ponzi Scheme, Worth Zero: Hayman
BOJ Bazooka: Blasts Japanese Regional Banks And Households – Horseman Capital
Grey Owl Capital Management 4Q15 Letter: Opportunities In A Not So Hot Market
Jeremy Grantham: Ultra-low resource prices are not sustainable, U.S. Equity Bubble Update
GMO International Active EAFE Strategy 4Q15 Letter: China appears to have backed itself into a corner
Klarman Nails Fiduciary Definition, Calls Out Public "For Profit" Hedge Fund Model
Klarman Nails Fiduciary Definition, Calls Out Public “For Profit” Hedge Fund Model
Japanese Regional Banks Non Performing Loan Time Bomb – Horseman Capital
Polaris Global Value Fund 4Q15 Commentary
Vulcan Value Partners 4Q15 Letter
Bruce Berkowitz: Peter Lynch touted Fannie Mae as “the best business, literally, in America.”
Mark Spiegel's Stanphyl Capital Remains Short Tesla Motors Inc (TSLA)
GoodHaven Fund 2015 Annual Report – Down 17.5%
A Series Of Michael Burry's Scion Value Fund Annual Letters
