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2026 VIS – Semis Expert Nicolas Chantier Argues AI Infrastructure Earns Phantom Profits on a 2.84-Year Asset Life; These Tech Darlings Face Impairment

July 10, 2026

investor-letters

Kernow Factsheet June 2026 +1.4%; CTR +122% – Tries To Short This Publicly Traded Investment Firm [June Letter]

July 10, 2026

investor-letters

Black Bear Ups Exposure In High Yield Credit. Full Q2 letter.

July 10, 2026

investor-letters

RPD Fortress Fund June 2026 Commentary

July 10, 2026

conferences

2026 VIS – SLAM’s Florian Weidinger Pitches An Overcapitalized Fallen Angel In A Disliked Indonesian Market

July 9, 2026

Headline

Chart Showing Bloom Energy Scandium Oxide Consumption Estimates Versus Global Production Capacity

stocks

Crossroads Capital: Short Bloom Energy [In-Depth Report]

Norman Rentrop Presenting Ad Pepper Media Investment Thesis At Value Investing Seminar 2026 In Trani

conferences

VIS 2026 – Norman Rentrop Pitches A Mispriced Micro-Cap Gem Hidden In Plain Sight

Plustick Partners&Amp;Apos; Straight Path Communications Trade, Cost Basis Versus Verizon Acquisition Price

profiles

This Hedge Fund Manager Turned a Bankrupt Telecom Into a 15-Bagger, Then Bet Big on Radio Spectrum Again

Just In

conferences

2026 VIS – Whitney Tilson Calls the Top of the AI Bubble; SpaceX Most Overvalued Large Cap Ever

Whitney Tilson Presenting At The 2026 Value Investing Seminar On Ai Bubble And Market Valuations

news

Robotti & Company Calls McDermott Rights Offering ‘Massive Undervaluation,’ Urges Equal Access

Mcdermott Rights Offering Robotti

strategies

Tiger Global Portfolio: Chase Coleman’s Top Holdings (2026)

Chase Coleman&Amp;Apos;S Tiger Global Portfolio

strategies

George Soros Portfolio: Soros Fund Management’s Top Holdings (2026)

Soros Fund Management&Amp;Apos;S George Soros Portfolio

Best of Hedge Fund Alpha

Sohn Hong Kong Conference 2025

conferences

2025 Sohn Hong Kong Conference [100 Page PDF Report]

2025 Sohn New York Conference

conferences

2025 Sohn NY Conference: Einhorn, Steve Cohen, Citrone, Chanos, Glenview [170 Page PDF Report]

Altria Stephen Schurr

conferences

Balyasny’s Stephen Schurr at CSIC: These Three Popular Shorts Are Better Longs

Rubric Value Traps

strategies

Why Point72 Alum David Rosen’s Top Performing Rubric Capital Likes Value Traps

Premium Articles

Kernow Performance Chart

investor-letters

Kernow Factsheet June 2026 +1.4%; CTR +122% – Tries To Short This Publicly Traded Investment Firm [June Letter]

Hsbc W20 01 Top10 Ytd 2026

news

LYNX Bermuda 1.5 Up 30.20% Through April as Trend Models Reclaim 2026’s Top Spot

Kernow Strategy Vs Uk Market Cumulative Returns 2019 2026

investor-letters

Kernow Up 9.2% In April As It Triples Berkeley Group After 20% Fall

Humanoid Robotics

news

Investment + Arbitrage Opportunity In A Humanoid Robotics Series A

Walleye Opportunities Fund Monthly Returns Heatmap 2018 2026 Scaled

investor-letters

Despite Rough 2026, Walleye Capital Remains Closed As Multi-Strat Boom Accelerates

Conferences

Whitney Tilson Presenting At The 2026 Value Investing Seminar On Ai Bubble And Market Valuations

conferences

2026 VIS – Whitney Tilson Calls the Top of the AI Bubble; SpaceX Most Overvalued Large Cap Ever

Join Hedge Fund Alpha

conferences

2026 VIS – Semis Expert Nicolas Chantier Argues AI Infrastructure Earns Phantom Profits on a 2.84-Year Asset Life; These Tech Darlings Face Impairment

Chart Showing Ai Data Center Asset Composition With Gpu Assembly Representing 60% Of Capital Expenditure

conferences

VIS 2026 – Norman Rentrop Pitches A Mispriced Micro-Cap Gem Hidden In Plain Sight

Norman Rentrop Presenting Ad Pepper Media Investment Thesis At Value Investing Seminar 2026 In Trani

conferences

2026 VIS – SLAM’s Florian Weidinger Pitches An Overcapitalized Fallen Angel In A Disliked Indonesian Market

Chart Comparing Asian Real Gdp Growth Versus Msci Ac Asia Ex-Japan Equity Returns From 1992 To 2015

conferences

2026 Value Investing Seminar: Florian Weidinger, Norman Rentrop, Glenn Tongue, Beile Grunbaum, And More

2026 Value Investing Seminar

Investor Letters

Kernow Performance Chart

Kernow Factsheet June 2026 +1.4%; CTR +122% – Tries To Short This Publicly Traded Investment Firm [June Letter]

Black Bear Ups Exposure In High Yield Credit. Full Q2 letter.

RPD Fortress Fund June 2026 Commentary

Value Briefs

Frontline Employees

The Answers Are Already In The Building

Solutions to Income Inequality That Actually Work

Berkshire Crosses 10% in All Five Japanese Trading Houses Under Greg Abel

Press Releases

Mcdermott Rights Offering Robotti

Robotti & Company Calls McDermott Rights Offering ‘Massive Undervaluation,’ Urges Equal Access

$20 Million SEC Whistleblower Award Secured By Silver Law Group And Law Firm Of David R. Chase

MCP Launches Special Opportunities Fund To Capitalise On El Niño Dislocations Across Global Commodity Markets

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