Value Briefs
Jacob Wolinsky
Wondering what the smart money is up to? These hedge fund investor letters will point you in the right direction. We’ve got investor letters from leading and emerging managers around the globe, so you’ll always be up to date on what the smart money is doing. Some of the top hedge managers whose investor letters we cover include big name funds such as Dan Loeb, David Einhorn, “The Big Short” Greg Lippmann, Jeffrey Ubben’s ValueAct Capital, Marc Azer’s Two Sigma; as well as top emerging managers such as Alluvial Fund, Grey Owl Capital, Arquitos Capital, L1 Capital, Khrom Capital, Black Bear Value Fund, Kernow Asset Management, Gator Capital.
NOTE: We are not affiliated with nor do we endorse any funds listed. Stay on top of the latest in hedge fund commentary below. If you would like to see your fund covered please email us at info(@)hedgefundalpha.com. All inquires are confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). All emails are confidential and your investors will not know you sent us your letter. While we prefer prominent fund managers and top emerging fund managers we will accept other genres. However, your vehicle must be legally registered with FINRA (and if applicable the SEC) or your local equivalent (like the FCA in the UK_ to be considered. Also see our hedge fund database tool here.
Value Briefs
A 90M Stock With Lots Of NOLs, tax credit carryforwards, Cash Etc Which Could Easly Double
Q1 2018 And 2017 Hedge fund Letters UPDATED 3/26
Value Briefs
Ray Dalio Talks @Google
Value Briefs
Universal Display Corporation – Gabelli Research
Value Briefs
Warren Buffett: Principles For Success In Life and Business
Value Briefs
Seth Klarman On Reading – NEW
Kyle Bass – Tariffs are simply about national security
Membership Upgrade
China Bubble Theme Boosts Crescat Capital In February, But Pain Is Just Starting Says The Hedge Fund
Two Micro-Cap Value Plays
Pabrai On Compounding
Dalio Sees Central Banks In Challenge After ‘Goldilocks’ Phase; Excited About China
Ray Dalio With Larry Summers
One Of Buffett’s Favorite Investors Takes A Swipe At Grantham
Charlie Munger At Daily Journal (DJCO) 2018 Conference [TRANSCRIPT]
Moreus Q4 letter to investors
Everything You Need To Know About The Hedge Fund Manager Mohnish Pabrai

