Investor Letters
Axon Capital Up 60% In 2020; Says These Tech Stocks Are Value Stocks
Exclusive: David Einhorn’s FOF Has 270% Return From Revenue Share Agreement [In-Depth]
Eric Cinnamond: No Country For Old Investors – We Don’t Have To Overpay!
JAM Partners’ Favorite Deep Value Financial Plays [2020 Letter]
David Einhorn: The 3 Types Of Valuation Indifferent Investors
Mohnish Pabrai: 6.5x Return On Deep Value Turkish Stock [2020 Letter]
Blue Eagle Capital Partners: Long Thesis For This Lending Stock
Baupost’s Seth Klarman: the Fed has broken the stock market [Q4 Letter]
Q4 2020 Sortable Hedge Fund Letters Database: Greenlight, Baupost, Loeb, Tiger Global, Maverick, Millennium And MUCH More
David Einhorn’s Greenlight had a strong fourth quarter; Gains on Neubase Therapeutics [Full Q4 Letter]
After 10.1% Return In 2020, Mohnish Pabrai Changes Strategy [2020 Letter]
This mining-focused hedge fund returned more than 100 percent in 2020
Corsair Capital makes the case for SPACs… both long and short
Gates Capital: Why (Free) Cash (Flow) Is King
Michael Zimmerman’s Prentice Capital won big in 2020
Carlson Capital’s Black Diamond Arbitrage Partners Profits On Record Deal Volumes
Value Briefs
Choice Equities Fund Up 76 Percent In 2020
Odey Tells Investors Prepare For 11% Inflation And A Market Crash [2020 Letter]
