Investor Letters
Donville Kent Asset Management July 2024: Roe Reporter
Exclusive: Paul Singer: Here’s What Might Pop This “Entertaining” Bubble [Q2 2024 Letter]
Grey Owl Capital Management 2Q24 Commentary
Stanphyl Capital July 2024 Commentary: Emission Credits Comprised Half of Tesla’s Q2 Earnings
This $5 Billion Hedge Fund Is Down In Q2 As Darling Ingredients And Envista Holdings Decline [Exclusive]
These Were TCI’s Top Three Contributors in Q1 2024 [Exclusive And In Depth]
Starvine Capital 2Q24 Commentary
This Fund Exited Several Stocks while Taking a New Position in This Serial Acquirer
GoodHaven Fund 2024 Semi-Annual Letter
Marram Investment Management Q2 2024 Commentary
Ashva Capital Management Q2 2024 Letter: Up 21% YTD; How To Actually Mimic Buffett’s Alpha Strategy Using GM Options As An Example
Lowell Capital Value Partners May 2024 Commentary
Up 29 Percent YTD, This Fund Is Avoiding Mega-Cap Tech and Winning with Hedges
Alluvial Capital Management 2Q24 Commentary: This Solid $400M Market Cap Real Estate Stock Is Very Cheap And Has A Catalyst
Miller Howard Investment 2Q24 Commentary: Is Your Money Working for You or Corporate Management?
Peterson Investment Fund Q2 2024 Letter: “Infinite Compounders”
Pzena Investment Management Q2 2024 Commentary
Praetorian Capital Q2 2024 Commentary

