Exclusive Insights

DG Value Partners Delivered 9.6% in 2024 – Portfolio Commentary [In-Depth]

OpenAI and ScaleAI Drive Tiger Global’s Largest Private Positions to 35 Percent Return in 2024 [Exclusive]

Up 8 Percent in 2025, Kerrisdale Capital Highlights Long Thesis for ACM Research, Short of Red Cat [Exclusive]

Ashva Capital January 2025 Commentary

Hinde Group Q4 2024 Commentary

Exclusive: Here’s What Stocks Dan Loeb’s Third Point Sold in Q4

Pershing Square 2025 Annual Investor Presentation: Long Uber

Third Point’s Bet on Fannie Mae/Freddie Mac Credit Powers 2024 Gains [Exclusive]

Value Briefs

🎯 HFA February 2025 President Sale

Despite Negative GenAI Narrative for Software, This SMID-Cap Software Fund Smashed the Russell 2000’s Q4 and 2024 Returns

McIntyre Partnerships Q4 2024 Commentary

Black Bear Value Fund January 2025 Update

This Financials-Focused Hedge Fund Outlined Its Thesis for Shift4

Stanphyl Capital January 2025 Commentary

Broyhill Asset Management Q4 2024 Commentary

Kernow Asset Management Down 0.1% In January 2025: Short Close Brothers

Kerrisdale Partners Finished 2024 With 1.6% Gain

Unsustainable Disequilibrium – Crescat Capital

RGA Investment Advisors Q4 2024 Commentary

Starvine Capital Q4 2024 Commentary