Commentaries
HFA Staff
Commentaries
Exclusive Insights
Black Bear Value Fund Up 11% YTD
Exclusive Insights
Kernow Up 8% In 2026; Highlights This Dominant Company “From Billboard To Tollbooth”
Exclusive Insights
WHG Up 19% In 2026 With Gains On These Crypto Shorts
Investment Thesis: Defence Manufacturing Is Entering A Multi-Year “Arsenal Economy” Upcycle For US, UK, EU & India
Jehoshaphat Research Is Short GPGI – “Great Positions in Good Industries, Inc.” Short Interest/Float: 5%
Snowcap Research Is Short Sterling Infrastructure
Commentaries
Tourlite Fund Q4 2025 Commentary
Spruce Point Issues “Strong Sell” Research Opinion On Nova Minerals And Sees Up To 100% Downside Risk Under Certain Scenarios
Exclusive Insights
GDS February Letter: Long Zoetis; AI Capital Spending cycle Explained Max Who Will Win
Exclusive Insights
McIntyre Partnerships Up 17% CAGR ITD; Pitches Long Sotera Health [2025 Letter]
Carvana: New Information Reveals That BridgeCrest Is The Lienholder – CVNA Must Explain How And How Much
Commentaries
Tweedy Browne Funds Q4 2025 Commentary
Hedge Fund News
Hedge Funds Start 2026 With $6.9bn Inflows And A 10-Month Winning Streak
Exclusive Insights
Despite Losses In Virtus And Paypal Shorts, Gator Capital Up 32% In 2025, 22% CAGR ITD – Details TFS Thesis
Super Group (SGHC): A Super Simple Short Thesis – Spruce Point Capital Management
Commentaries
Black Bear Is Short “AI Wanna-Be’s”, BNPL, Private Credit And Legacy Data Centers: 2025 Letter
EOS Behind The Hype: Unmasking The Dark Reality Of The Mysterious Korean Contract
Markets & Macro
ASK Partners Comments On Halifax House Price Data Showing 1% Increase
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