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2026 Sohn Montreal: Waratah’s Brad Dunkley Says Governments Will Inflate, and He Has the Gold Stock for It
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2026 Sohn Montreal: Whale Rock’s Alex Sacerdote on Investing Across the AI Stack
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Revisiting the SpaceX Valuation: A Post-Prospectus Update
investor-letters
RPD Fortress Fund May 2026 Commentary
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2026 Sohn Montreal: Converium’s Aaron Stern Makes the Case for a Hated Printing Icon’s Distressed Bonds
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Best of Hedge Fund Alpha
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2025 Sohn Hong Kong Conference [100 Page PDF Report]
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2025 Sohn NY Conference: Einhorn, Steve Cohen, Citrone, Chanos, Glenview [170 Page PDF Report]
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Balyasny’s Stephen Schurr at CSIC: These Three Popular Shorts Are Better Longs
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Why Point72 Alum David Rosen’s Top Performing Rubric Capital Likes Value Traps
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LYNX Bermuda 1.5 Up 30.20% Through April as Trend Models Reclaim 2026’s Top Spot
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Kernow Up 9.2% In April As It Triples Berkeley Group After 20% Fall
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Investment + Arbitrage Opportunity In A Humanoid Robotics Series A
