Investor Letters
Half Moon Capital benefited from a big move in one small cap stock in Q3; Details New Short Jobs Act IPO
Fund flip-flops on this heavily-shorted company to go long after being short
Hawk Ridge Profits From Brazilian Small Cap; Reveals New US Short
Bruce Berkowitz: Q2 2019 Top 10 Holdings
Livermore Partners 3Q19 Letter to Investors Up 65% YTD: Short Wirecard Thesis
Steamboat Capital Loses On Short Bets Amid “One In 390 Billion” Volatility Event
Choice Equities Fund 3Q19 Investor Letter: Long This Small-Cap Cloud
Why We Sold Softbank
Greenlight Q3 letter: Netflix and Tesla shorts, long on Brighthouse, Chemours
Greenlight Capital Q3 2019 Letter: Einhorn Bemoans ” For now, the accepted reality appears to be that Elon Musk is above the law.”
Could Mega-Caps Be In A Mega Bubble?
Seth Klarman On Value Investing In A Turbulent Market
Lee Ainslie’s Flagship Fund Adds 13% Despite Short Losses: Alibaba Is Top Holding
Alluvial Capital Management 3Q19 Commentary: Long This Deeply Undervalued illiquid Non-SEC Reporting Company
Full Frontal Fraud…
Michael Price: Q2 2019 Top 10 Holdings
Carlson Capital explains why the T-Mobile-Sprint merger may not happen
Third Point 3Q19 Investor Letter
