Investor Letters
This Odey Cub Is Waiting For A Pullback To Buy Financials
Choice Equities Fund March 2021 Performance Update
Roubaix March 2021 Performance Update, Up +9.95% YTD
This Hedge Fund Believes The New Real Estate Cycle Is “Well Underway”
Electron Rises 5.1% Buy Renewable And Infrastructure Stocks: Q1 Letter
Worm Capital 1Q21 Commentary
This Hedge Fund Has Done Well In This “Peculiar Environment”
Metolius Capital Thinks UK Is Undervalued As Inflation Finally Shows Signs Of Acceleration
Jamie Dimon: NPV Analysis Fails To Capture ‘True’ Value
Business Owner TGV Q1 2021 factsheet – RV Capital
Q1 2021 Hedge Fund Letters Screener: Einhorn, Tiger Cubs And Much More
The HFM Long/Short Equity Composite is up 6.0% YTD
Bernard Drury’s Fund Is Having A Great 2021
Sio Partners Returns 8.1% Net In 2021 As These Short Postions Return
The Replication Crisis That Wasn’t
2020 Letter: Tiger Global is remaining “paranoid” about potential missteps
Top Asian hedge fund sees major opportunity in this Asian food and beverage company
Value Briefs
Obsession Capital 2020 Annual Letter

