Investor Letters
DG Value Continues Impressive Track Record 23% Return In 2020; likes this gaming stock
KG Investments Posts 12th Consecutive Year Of Profits
Carlson Capital on the best opportunities in 2021: Q4 letter
Seth Klarman On Making Use Of Market Inefficiencies To Find Bargains In Distressed Debt
Nomad Investment Partnership: Keep An Eye On The Unseen Risks
Blue Mountain Credit Fund still in the red YTD; here are their biggest holdings
Nomad Capital: Looking For Businesses That Want To Get Better Every Day
John Malone: Finding The Greatest Opportunities In The “Ambiguous Middle”
Hedge Fund Alpha’s January 2021 Hedge Fund Update: First Issue Now Published!
Hedge Fund Side Letter Study With Kevin Neubauer
Value Briefs
Michael Burry: Volatility Does Not Determine Risk
Alluvial Fund November 2020 Performance Update
Black Bear Value Fund November 2020 Performance Update
DG Value Partners Continues To Profit On Distressed Debt Recovery
This Top Short Seller Is Gun Shy After A Difficult Year
Jacobs Asset Management is clawing back losses; goes long LendingClub after shorting the stock
Trident Fund LP November 2020 Commentary
Value Briefs
Exciting new features added to hedge fund letters screener database
