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Investor Letters
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Einhorn – AI Math Makes No Sense; OpenAI Bleeds; Microsoft & NVIDIA Bank: $1 -> $8 [Greenlight Capital Q3 25 Letter]
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David Einhorn’s Greenlight Makes New Hires; Says DOGE Was Last Chance To Avert Crisis [Q2 Letter]
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Aletheia Leads Synergos Lineup With 56% YTD Return And 42% CAGR Since Inception In 2022
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Peterson Capital Up 50% In Q3 On BABA, Google And Options Bets
Commentaries
RV Capital Business Owner Fund September 2025 Commentary
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Alken Fund Surges Past 30% YTD As Concentrated Bets On Zegona and BFF Bank Pay Off
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Hong Kong-Based Fund Presents Thesis For Under The Radar Networking Company [In-Depth]
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Prochain Capital Up 4.09% In September 20%; 18.28% YTD
Commentaries
Ashva Capital Q3 2025 Commentary
Commentaries
GDS Investments October 2025 Client Letter
Commentaries
Kernow Short Pets At Home, Warpaint And Wizz Air
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Black Bear Value Fund Q3 2025 Commentary
Commentaries
Sandon Capital Activist Fund September 2025 Commentary
Commentaries
WHG Up 43% YTD With Gains On WING And LULU Shorts
Commentaries
An AI Addendum – Praetorian Capital
Commentaries
RPD Opportunity Fund Posts +3.79% Net Return In September 2025
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Kerrisdale’s August Gains Push Fund to +15.4% YTD; Short Bet Against Pure Storage Highlights Strategy
Commentaries
Vltava Fund Q3 2025 Commentary: Value Traps And Growth Traps
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