Vilas Capital Up 51% YTD :Softbank appears to be almost the Lehman, Countrywide, or queen bee, of this bubble”

Saber Investment Fund 3Q19 Commentary

Greenhaven Road Capital 3Q19 Commentary

Massif Capital 3Q19 Commentary

Arquitos Capital Management 3Q19 Investors Letter

Emerging Value Capital Management 3Q19 Investment Letter

Mohnish Pabrai: FCA Is “Firing On All Cylinders Very Well”

Tollymore Investment Partners 3Q19 Commentary: Profiting from lazy journalism

Howard Marks October 2019 Memo: Mysterious

RGA Investment Advisors 3Q19 Investment Commentary – Kambi

Euclidean 3Q19 Letter: What Matters Is What Is Yet To Come

Global Return Asset Management Up 29% YTD

Howard Marks: Q2 2019 Top 10 Holdings

Steel City highlights New long and short

Despite 80% Decline, Pabrai Says He Still “Loves” This Stock In His Q3 Letter To Investors (Scoop)

Pabrai Funds underperform on exposure to Indian stocks

Forge First Asset Management September 2019 Commentary

Black Bear Value Partners LP 3Q19 Letter: Top 5 Businesses We Own

Is The Small-Cap Rotation Sustainable?

Canyon Capital is recession-ready as bond markets look vulnerable