Investor Letters
David Herro Q2: Japan is Japan; Abe's Talk Sure Sounds Good!
Kase Capital Up 9 Percent in H1; The Long Case for JDate
Absolute Return Partners: Much Ado about Nothing
Hollande is Wrong – the Euro crisis isn't Over as French Housing Tanks
Rand Strategic Value up 42% in Q2 on Why HHC Could Double
Brandywine Asset Management: Blood in the Streets
John Mauldin: How the All-Weather Fund Got Wet
Horizon Kinetics: Long Product Lifecycle is A Predictive Attribute
Dodge & Cox Buys Enel, Petrobras, Telecom Italia Debt
Bill Gross of PIMCO: The Tipping Point
Final Leucadia Shareholder Letter: Ian Cumming on 'The Last Hurrah'
Hugh Hendry Adds to Chinese Short Position in May Before Massive Price Collapse
First Manhattan Chastises Vivus For Inept Management
Odey European Gains in May From Short JGBs, AUD and Diageo
Two Rare Letters from Warren Buffett about Walter Schloss
Woodbine Capital Predicts Further Yen Gains as Dollar Strengthens
Another Rarity: Leucadia 2002 Shareholder Letter

