Investor Letters
This African hedge fund is outperforming its benchmark
Q1 2020 Hedge Fund Letters Coverage: Singer, Loeb, Carlson, Russo, Lakewood, Maverick, Paul Tudor And Much More [UPDATED 6/25 11:03 EST]
Value Briefs
Bonhoeffer Fund 1Q20 Commentary: Case Study On This South African Auto Stock
Greenhaven Road Capital 1Q20 Commentary
Hazelton Capital Partners 1Q20 Commentary
New Hedge Fund Launch Blue Eagle Up 7.5% In Its First Ever Quarter Thanks To Short Bets
This top value fund presents theses for Pinterest and Fiverr
Value Briefs
Berkshire Hathaway – Shrinking Its Way To Profitability
Odey suggests government could confiscate gold if this happens
Hedge Fund 13F Round-Up For Q1 2020: Notable Positions And Changes
Value Briefs
Hedge Funds: Gross Leverage Rose While Net Leverage Fell
Nantahala Capital Management Buys Timeshare Companies To Profit From Market Slump
March was the worst month ever, but April was the best in 9 years says legendary credit fund manager Mitch Julis
Bonhoeffer Fund April 2020 Performance Update
Massif Capital: Long Position In Bakkafrost P/F (BAKKA)
Value Briefs
Alluvial Fund April 2020 Commentary: Long this Microcap Apartment Stock
Exclusive: David Einhorn’s fund of funds got killed in Q1
This healthcare fund was in the green for March despite the market plunge
