Investor Letters
John Armitage’s Egerton Capital Buys Capital One, Eli Lilly, Intercontinental Exchange
ACM Research Inc (ACMR): Fabrication of a 10-Bagger – Kerrisdale
Long Cast Advisers Q4 2024 Commentary
DG Value Outperforms Its Average Annual Returns
Arquitos Capital Management Q4 2024 Commentary
Escaping Stock Market Double Hell
Hedge Funds Disagree on PE Tender Offer for Esker as Shareholders Support It
Up 43 Percent for 2024, LHC Capital Won with Life360 and SiteMinder
Alaamry Global Capital Annual Letter: Saudi Investor Khalid Alaamry Explores International Markets and Investment Strategies.
Alpha Low Volatility Fund December 2024 Commentary
Royce Small-Cap Opportunistic Value Strategy 4Q24 Update and Outlook
Auscap Asset Management January 2025 Commentary: Confusing Volatility With Risk And The Move To Private Markets
Strings & Silicon: How a Fund Manager Harmonizes Nvidia CEO’s Focus with Emotion-Free Investing
Svelland Finishes 2024 With a Gain of 11.10% [In-Depth Commentary]
David Einhorn Goes Long CNC And CNH; Laments We Are At Fartcoin Stage Of Market Cycle
Tidefall Capital Q3 2024 Commentary
Top Emerging Fund Managers Are Bullish on Both Businesses of This Auto-Parts Supplier [In-Depth]
Apis Global Discovery Fund Q4 2024 Commentary
