Commentaries

Broyhill Equity Q2 2025 Commentary

Commentaries

RPD Fortress Fund Up +1.10% Net In August 2025

Commentaries

America’s Twin Deficit Trap – Crescat Capital

Commentaries

RV Capital Q2 2025 Commentary

Commentaries

Elliott’s Perspectives On PepsiCo

Commentaries

Hayden Up 17% YTD, 15% CAGR Since Inception

Commentaries

Antero Peak Strategy Q2 2025 Commentary

Commentaries

The Insiders Fund Up 13% YTD, 700% Return Over S&P Since Inception

Commentaries

Alluvial Fund July 2025 Commentary

Commentaries

Tactile Fund Q2 2025 Commentary

Commentaries

Smoak Capital Q2 2025 Commentary

Commentaries

Gator Beating Market Again YTD: Long WEX [Q2 Letter]

Commentaries

Howard Marks August 2025 Memo: The Calculus of Value

Commentaries

Black Bear Value Partners: Gains On Warrior Met Coal & Tidewater

Commentaries

Praetorian Capital Q2 2025 Commentary

Commentaries

WHG Global Long Bias Fund July 2025 Commentary

Commentaries

RPD Opportunity Fund Posts +4.88% Net Return In July 2025

Commentaries

Kernow July 2025 Letter: This UK Firm Just Became The Second Biggest Player In A Hot Industry

Commentaries

GDS Investments August 2025 Commentary

Commentaries

Prochain Capital Up 20% YTD; 40% CAGR Since 2018