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News
The Shorts Strike Back As Long/ Short Hedge Funds Hang on for Dear Life
Business
RV Capital: Postcard from Around the World
Business
The Art of Learning: Investing Through Uncertainty and Transition – KKR
Business
Bonhoeffer Fund Q1 2025 Commentary
Business
Marqeta (MQ): Dinosaur Of A Payments Processor – J Capital Research
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Press Releases
RPD Fortress Fund Posts +0.94% Net Return in April, Marking 26 Positive Months Out of 27 Since Inception
Conferences
Chris Begg Of East Coast Asset Management: How To Be A Value Investor In An Evolving Economy
Business
Third Point Q1 2025 Commentary: Big Position In U.S. Steel, Repurchased Apollo During March Lows
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Matrix Capital Management Shuts Down; Predicts AI Will Lead To “Age-Old Human Dream” Of “Extending Life Itself” [Closing Letter]
Conferences
Will Brennan Long Path Partners On His Investment Process
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John Armitage Egerton Capital’s Q1 2024 Letter: Investing In The Reinsurance Sector; Brokerage Brings Solid Returns
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Elliott Investment Management Q1 2024 Letter: The Fed Can’t Stop Another Crash; Beware Of CLOs
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Deep Due Dilligence, Big Outperformance: Artisan Partners’ Approach to International Value Stocks
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KKR Backed Catalio Capital Management Sees April Rebound
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2025 Sohn Hong Kong Conference: Longriver’s Graham Rhodes on How Amazon’s Algo Changed His Life
