Jacob Wolinsky
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Gautam Baid: The Joys of Compounding
Bronte Amalthea Fund 2Q20 Commentary
Identiv Inc (INVE) Long Thesis From Rubicon Capital Group [In-Depth]]
Hedge Fund Managers Ended June 2020 Up 1.75%
Euclidean 2Q20 Letter: Quantifying Margin of Safety
Alluvial Fund 2Q20 Commentary: Top Microcap Value Positions
Symmetry Invest A/S 2Q20 Commentary “The all weather portfolio”
Value Briefs
Should We Still Be Making Investments in 2020?
Shareholder Activism Mid-Year 2020
Boyar Value Group 2Q20 Commentary
Choice Equities 2Q20 Letter: Celsius Holdings
Value Briefs
Market-Smashing Returns With Under The Radar Small Value Cap
Blue Tower Asset Management 2Q20 Letter: EZCORP
RV Capital 1H20 Letter: Business Owner TGV vs. the DAX
The Joys of Compounding with Gautam Baid
Mining Opportunities with Crescat’s Kevin Smith and Tavi Costa
Perritt Capital 2Q20 Commentary: Wall Street and Main Street Get a Divorce
The Eurekahedge Hedge Fund Index gained 1.38% in June

