Investor Letters
Value Briefs
Elliott Advisors Sends Letter to Board of Directors of Alexion
Cliff Sosin isn’t giving up on retail during the pandemic
Qualivian Investment Partners 1Q20 Commentary On Invest in Quality Compounders
Global Return Asset Management Up 18% In April
Deer Park Road wins with legacy non-agency RMBS
DG Value Recovers In April, Sees Big Opportunities In These Credit Plays
Exclusive: Lee Ainslie thinks he can triple his money on this aerospace business
Choice Equities 1Q20 Commentary On Favorite Small Cap Stocks
Logica Capital April 2020 Commentary: Apparently VIX Fell Victim to CoV-19
Value Briefs
Hayden Capital 1Q20 Commentary Up 4% YTD; Long SHOP, BABA, CARVANA
SCOOP: Maverick Beats Market In Q1 As Lee Ainsile Adds To Tech Names
One-Man Hedge Fund Gains 56% With Virus-Resistant Tech Bets
Ray Dalio: The Changing Value of Money
Kuppy’s Praetorian Capital: Seeking Value In Tankers
Steve Cohen Alum Outperforming In A Volatile Market With “Aggressive” Trading
This female run hedge fund’s stocks are winning from Coronavirus stay-at-home orders
This fund covered its Tesla short.. and then shorted it again
Ricky Sandler Buys Value And Shorts Travel Related Firms [Q1 Letter]
