The Acquirer's Multiple
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 confidential. We do not charge any money to cover funds nor do we accept compensation to be listed. We only cover those funds who we think are interesting or enhance the data (although we do not endorse any fund or investing they do). 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.
John (Jack) Bogle: 6 Books That Every Investor Should Read
Charlie Munger: Moral Investing – We Could See It Was Like Putting $100 Million In A Bushel Basket And Setting It On Fire As We Walked Away
Jim Simons: Investing Is A Very ‘Gut Wrenching’ Business But You Can Find Things That Are Predictive
Mohnish Pabrai: The Ten Commandments Of Investment Management
Charlie Munger: That Decision Has Cost Me Now About $5 Billion
Columbia Biz School Reading List: 26 Books
Murray Stahl: “Perhaps A Superior Method To Reduce Portfolio Risk Could Be To Have No Diversification. If You Had Only One Holding”
Dan Loeb: Top 10 Holdings, New Buys, Sold Out Positions
Bruce Greenwald: How Smart Investors Can Take Advantage Of Overconfident Investors – Which Is Most Of Us!
Joel Greenblatt: Today’s Opportunity Set Is Significant
Charlie Munger On Telsa And Elon Musk
Jamie Dimon: 11 Books That Every Investor Should Read
Bruce Berkowitz: Top 10 Holdings, New Buys, Sold Out Positions
Jonathon Tepper: Buffett Is The Antithesis Of Capitalism
Nassim Taleb: 17 Books That Every Investor Should Read
James Montier – The World’s Dumbest Idea – Shareholder Value Maximization
Seth Klarman’s Protege David Abrams: Top 10 Holdings, New Buys, Sold Out Positions
Howard Marks: The Pendulum Of Investor Psychology

