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.
Warren Buffett: In The World Of Mergers And Acquisitions, A Limping Horse Could Be Peddled As Secretariat
Charles Munger: 32 Books That Every Investor Should Read
Review: Brian Portnoy’s The Geometry Of Wealth: How To Shape A Life Of Money And Meaning
TAM Stock Screener – Undervalued Mammoth Energy Services Inc (TUSK)
Philip Carret: “If The Figures Look Right And The Management Knows What It Is Doing, Why Does One Need A 40-Page Report?”
Seth Klarman: Top 10 Holdings, New Buys, Sold Out Positions
Walter Schloss: All Superinvestors Make Mistakes Of Omission
Warren Buffett (Age 21): The Security I Like Best (1951)
Seth Klarman: 32 Books That Every Investor Should Read
TAM Stock Screener – Undervalued Lam Research Corporation (LRCX)
Warren Buffett: How To Minimize Investment Returns
Jim Rogers: “Anytime That You Think You’ve Become A Financial Genius-It Is Time To Sit Back And Do Nothing For A While”
Value Briefs
50 Of The Best Investing Books Ever
Howard Marks: Very Few Investors Consistently Know When A Stock Price Is Wrong, And By How Much, And In Which Direction
Warren Buffett: “The Worst Deal That I’ve Made”
Value Briefs
150 Of The Best Investing Blogs On The Planet (2018)
Value Briefs
Daniel Kahneman: Investors Should Consider A “Regret Proof” Policy To Overcome Loss-Aversion
Horizon Kinetics: Great News For Active Investors – The History Of Passive Investing Over The Past 20 Years
Value Briefs

