Investor Letters
Seth Klarman: Don’t Underestimate The Power Of Uncertainty
Bill Ackman: Find Companies That Can Survive The ‘Great Flood’
Crossroads Capital up 55.8% YTD after 32.5% in 2019 explains how it did it
Speculative biotech shorts weighed on this hedge fund’s results
Hawk Ridge Likes This Gambling stock: Q3 Letter
Canyon Capital has recouped 70 percent of its Q1 losses: Q3 Letter
Mohnish Pabrai’s Value Strategy Struggles In Rising Market: Q3 Letter
$6 Billion hedge fund manager outlines long thesis for this Chinese e-commerce giant
Q3 2020 Hedge Fund 13F Round-Up: Notable Changes
Alluvial Fund October 2020 Performance Update
Nokomis Capital Suffers Losses Due To Electric Vehicle Manufacturer Short
Q3 Letter: Tiger Global outlines thesis for solar play
First Wilshire Q3 Letter: COVID-19 has been a gift for tech companies
Trident Fund LP October 2020 Performance Update
Tiger Global Brings On New Hire To Improve Diversity As Fund Opens For Capital
Black Bear Value Fund October 2020 Performance Update
Nantahala Capital Partners Long Thesis For This Trucker
Southpoint Capital is long Twitter and Carvana, and short the S&P and railroads
