Investor Letters
Half Moon Capital Ended Q2 With Positives In Both Longs And Shorts; Avocado Short Delivers Big Gains
13F Recap Q2 2024: Klarman, Rosenstein, Miller And More
13F Recap Q2 2024: Paulson, Loeb, Einhorn, Ackman And More
Dan Loeb Says He Bought Apple As Stock Has Become “Increasingly Under-Owned” [Third Point Q2 2024 Letter]
GDS Investments August 2024 Commentary
Matrix Capital Management Shuts Down; Predicts AI Will Lead To “Age-Old Human Dream” Of “Extending Life Itself” [Closing Letter]
Alluvial Fund July 2024 Performance Update
Secrets to Tom Russo’s Decades-Long Success Part 3: The Post-Pandemic Era
DG Concentrated Strategy Struggles During Q2
Steamboat Capital Partner Gains On Intel Short; Highlights Brad Jacobs As Great CEO To Follow [EXCLUSIVE and In-Depth Q2 Letter Analysis]
DG Capital Value Fund Returns -0.3% During Q2
Roubaix Capital Solid Gain In July; Still Trailing Behind Indexes
Secrets to Tom Russo’s Decades-Long Success Part 2: The Pandemic Era
Why the De-Ratings of this Fund’s Top Positions were Unwarranted
Bronte Capital Callisto Fund 2Q24 Commentary
Giverny Capital Q2 2024 Commentary
Yost Capital – Big Money To Come From A Spin-Off And Appraisal Case; New Quant Project To Be Up Very Shortly [Exclusive]
HSBC: Crypto Hedge Funds Still In The Lead
