Investor Letters
Exclusive: Lee Ainslie thinks value stocks will stage a comeback soon as market nears dangerous valuation levels
Mangrove Partners Down In 2019 On Its Investments In Commodities, Value Stocks
Hidden Hills Partners: Gains 17.5% On Growth Companies
Hedge Fund Returns: One Famed L/S Fund Is Down 21% In January
This Tesla bear who made a profit betting against Musk in 2019 is done shorting the stock; here’s why (In-Depth)
Lee Ainslie Adds 20% In 2019; Warns Of Dangerous Market Levels A La 1999
“High-Quality Growth Compounders” Help Alkeon Capital Management Start 2020 With A Surge
Dichotonomy Capital Gains As Hindenburg Research Predicts Bloom Energy’s Demise
Horos Asset Management 4Q19 Letter: The importance of mental flexibility
A warning about the performance gap between value and momentum
GrizzlyRock is long shipping and short semiconductors [In-Depth]
GDS Investments January 2020 Commentary: Chasing valuations
Lakewood Capital’s Anthony Bozza compares Tesla to Dell; Re-opens 2014 short
Far View Capital Hit By EZCORP Decline In 2019
“Great patience and strict discipline”: Seth Klarman On Navigating Today’s Market
Lone Pine Capital records 2019 gains as it warns of dangerous markets ahead amid political uncertainty
Arquitos Capital Management 4Q19 Commentary
Acacia Capital Likes Cheap British Stocks
