Commentaries
Commentaries
Commentaries
Commentaries
Atherean Value Fund Q4 2025 Commentary
Commentaries
Miller Howard Investments Q4 2025 Commentary: Is There Growth in Your Value?
Commentaries
Sorfis 2025 Letter: AI Capex Exceeds Manhattan Project, Apollo & Public Works Combined (GDP-Adjusted)
Commentaries
Arquitos Capital Q4 Letter: Up 82% In 2025, Details Three Largest Holdings
Commentaries
GoodHaven Fund 2025 Annual Letter
Commentaries
Ashva Capital Management 2025 Annual Letter
Commentaries
Third Wave Of The US Dollar Cycle – Crescat Capital
Commentaries
Precious Metal Bets Boost Hirschmann Capital To 175% Return In 2025: Investor Letter
Commentaries
Grey Owl Capital Management Q4 2025 Commentary
Commentaries
Crossroads Capital Up 37.7% In 2025, 21.2% CAGR ITD
Commentaries
Marram Investment Management Q4 2025 Commentary
Commentaries
Elliott’s Perspectives On Toyota Industries
Commentaries
L1 Capital Global Long Short December 2025 Commentary
Commentaries
Vltava Fund Q4 2025 Commentary: A Postcard From Latin America
Commentaries
Despite Rough November Amid AI Unwind RPD Opportunity Fund Up 35% YTD
Commentaries
Generation PMCA Q3 2025 Commentary: Long Live Value Investing
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Hayden Capital Q3 2025 Commentary
Commentaries
Long Cast Advisers Q3 2025 Commentary
Commentaries
