Investor Letters
ValueAct Stake in Microsoft Worth Close to $2B Now
Dan Loeb's Best Performing Positions In 2013
Bill Gross Talks Safe Bets Using Baseball Metaphors
Hussman Q2 'Apology' Letter: Anvil Yet to Be Dropped
Francis Chou is Worried about Canadian RE and Chinese Bubble
Rothschild WM Q3 Commentary on Alternatives
Brevan Howard: We Will have to Live With Materially Lower Returns
Would the Real S&P 500 Index Please Stand Up
Hugh Hendry Closes Yen Short, Says Emerging Markets Show Cracks
Trapeze: With S&P 500 Fairly Priced, More Reason to Embrace Bottom Up
Dodge & Cox Beats S&P in H1 Despite $50B AUM Handicap
Cove Street on Massive Proliferation of Non GAAP Metrics
Ackman Writes About Mistakes In Q2 Letter
Bill Ackman Notes 'Material Progress' on Herbalife in Q2 Letter
Warren Buffett Letter to Katherine Graham in 1975
Viking Global Buys Apple, Thermo Fisher, Sells Citigroup, Goldman
Grey Owl: Disequilibrium is Stable so long as Bernanke Holds Out
Charles De Vaulx: Valuations Now Attractive in China, Brazil
