Investor Letters
Arquitos Capital Management 2Q20 Commentary
Euclidean 2Q20 Letter: Quantifying Margin of Safety
Roubaix Capital Profits With These Small-Cap Short Bets
Lakewood details three short theses in new investor letter
Alluvial Fund 2Q20 Commentary: Top Microcap Value Positions
Symmetry Invest A/S 2Q20 Commentary “The all weather portfolio”
Farnam Street July 2020 Commentary: Deep Risk
Saber Capital Management: A Stock Picker’s Market
This top hedge fund still expects value investing to outperform again
Why College Is Never Coming Back
First Wilshire: Speculators Are “Having Too Much Fun”
Boyar Value Group 2Q20 Commentary
Choice Equities 2Q20 Letter: Celsius Holdings
Blue Tower Asset Management 2Q20 Letter: EZCORP
Mohnish Pabrai And His Favorite Tech Stock, Micron (Q2 Letter)
This African fund likes bank stocks right now
RV Capital 1H20 Letter: Business Owner TGV vs. the DAX
After Pabrai’s Fund Slides 15% in Covid Markets, Mohnish Says To Bet On Micron Not Tesla And FAANGS
