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Steve Schurr & Top Investors Had Killer Stock Picks At Capstone’s 2025 Conference: Here Them Speak Again On March
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Alaamry Global Capital Annual Shareholder Letter 2025
investor-letters
Despite Losses In Virtus And Paypal Shorts, Gator Capital Up 32% In 2025, 22% CAGR ITD – Details TFS Thesis
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The Goldman Sachs Foundation Made These New Fund Investments in 2024
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This New Short Thesis For American Eagle Outfitters Revolves Around ‘Social Obsolescence’
Headline
Best of Hedge Fund Alpha
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2025 Sohn Hong Kong Conference [100 Page PDF Report]
conferences
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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Upbound Group (UPBD): Buy The Platform, Sell The Stores – An Activist Value-Realisation Playbook
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RPD Opportunity Fund Has Rough January As Long Software Clouded By Claude Fears
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RPD Fortress Fund – January 2026 Letter



















