Investor Letters
This financial hedge fund’s long winners and short losers cancelled each other out [In-depth]
Black Bear Value Partners LP 2019 Letter: The Importance of Game Selection & Runways
RGA Investment Advisors 4Q19 Commentary – ANGI: The House Isn’t The Only Thing Getting Fixed
Blue Tower Asset Management 4Q19 Commentary: Career Risk in Institutions and the Principal Agent Problem
Seth Klarman In Q4 Letter: America Is “Squandering Its Credibility” On Unimportant “Hijinks”
[2019 Letter] Longtime near-zero rates have created a liquidity trap: Klarman
Farnam Street January 2020 Letter “The siren’s song of the auto-buyers is strong”
[Q4 Letter] Seth Klarman Sticks To Value Strategy In Market Functioning Like “ATM”
Alluvial Capital Management 4Q19 Commentary: Favorite Micro-cap stocks
TX Capital’s 50% Gain Boosts David Einhorn’s FOF In 2019
Guy Spier: Top 10 Holdings
2020: Party Like It’s 1999?
These are all the short positions in Greenlight’s Q4 letter
These are all of Greenlight’s long positions from their 2019 letter
Black Diamond Arbitrage Partners Adds 4.84% In 2019 On Booming M&A Volumes
Einhorn Q4 Letter To Investors: Long Gold, Short Netflix & Assured Guaranty
Electron Capital Partners won in all regions except U.S. in 2019
Ray Dalio – Top New Buys, Top Sold Out Positions
