Investor Letters
Far View Adds 16.7% In H1 2021: Bets On Naked Wines For Growth
Warren Buffett: How To Trade Derivatives
Led By Mangrove, Einhorn’s Greenlight Masters Posts A Double-Digit Return For The First Half [Exclusive]
Charlie Munger: The Power Of Extended Confucianism
Anderson Griggs Investments August 2021 Commentary: Risk and Bunnies
Carlson Continues To Ride The AMD- Xilinx Merger Despite Wider Spread [Exclusive]
Q2 2021 13F Round-Up: Top Hedge Fund Equity Buys and Sells – Klarman, Pabrai, Greenlight And More
The Greatest Error in History – OWTW
Arnott Opportunities Strategy Adds 44.8% On Uranium Basket Bets
Value Briefs
Dow Transports Breaking Out
About One-Quarter Of This Healthcare Fund’s June Loss Was One Position
Yost Details Theses For MoneyGram And Hertz Post-Bankruptcy
Carson Block’s First Letter To Investors: Decarbonization Will Produce A “Torrent Of Charlatans”
Steamboat Capital’s Favorite Short Positions Are Companies With Poor ESG Ratings
Odey Fund Manager Presents Thesis For Noront Resources
Grizzly Rock is posturing strong returns with a concentrated portfolio
Maverick Q2 Letter: Firm Updates Investors On Its Coupang Holding
This Value Fund Had Some Robust Long Returns But Got Hit By Shorts
