Value Briefs

Seth Klarman: You Aren’t Human If You Aren’t Scared You’ve Made A Gigantic Mistake When Purchasing A Stock

Value Briefs

Li Lu: Charlie Munger: A Role Model for Ethical Investing and Lifelong Learning

Absolute Return Partners December 2023: Boarding the R-Train?

Value Briefs

Seth Klarman: The True Test of Consistent Investment Performance: Thriving in Difficult Times

Stanphyl Capital November 2023 Letter

David Einhorn: We’re On A ‘Buyers Strike’ Amid Geopolitical Tension

Arnott Opportunities (Cayman) Fund October 2023 Commentary

Dan Loeb: Investors Can Find Great Opportunities In ‘Bulletproof’ Securities

These Are Lee Ainslie’s Private Equity Holdings as of Q3

October Hedge Fund Performance And Data From PivotalPath

13F Update Q3 2023: Buffett, Klarman, Loeb, Ackman And More

Dan Loeb: Market Too Obsessed With Balance Sheet Strength [Third Point’s Q3 2023 Letter To Investors]

David Einhorn Bets And Profits On Higher Interest Rates And Lower Stock Prices [Full Greenlight Q3 Letter]

Performing Capital Struggles In Q3

Hedge Fund Alpha’s November Newsletter: Man Institute – Q4 Outlook For Hedge Funds Is Positive

Grey Owl Capital Management Q3 2023 Letter

Templeton and Phillips Capital Management October 2023 Commentary: The Joy of Uncertainty

Stanphyl Capital October 2023 Letter

Pantera Blockchain October 2023 Letter: Equities Down -23%

Marram Investment Management Q3 2023 Commentary