Investor Letters
Light Street Capital: To Survive Society Must Shift to “Maximum Dependence” on the Cloud
This credit hedge fund was up an impressive 31 percent in Q1
Greenlight Capital Q1 Letter: Musk Continues With “Fake Promises”
Ghost Tree Partners Outperforms With These Biotech Shorts
The six deadly sins of institutional money management
Alluvial Capital Management 1Q20 Commentary:Bear Market Opportunities In Micro-caps
This Hedge fund generated alpha on both the long and short side in Q1
Despite Rough Q1 Laurium Limpopo Sticks To Playbook, Sees Value In Egypt And Nigeria
This financials hedge fund which is crushing the KBW Bank Index likes Puerto Rican banks
Allan Mecham may have had a rough first quarter big AUM decrease ahead of closure
Coronavirus crash shocked many, but Paul Singer wasn’t one of them
Avenir Capital 1Q20 Commentary: Is Inflation a Thing?
Value Briefs
SAGA Partners 1Q20 Commentary On “Timing The Market”
After a difficult 2019, Horseman Capital is killing it
Paul Singer “Money Is Going To Hell” And Capitalism Is At Risk
Arquitos Capital Management 1Q20 Commentary “Survival mode is the right mode to be in right now”
“Irreparable” damage is being done to the economy: Paul Singer [In-Depth]
Massiff Capital Long On Altius Minerals
