CSIC
HFA Staff
CSIC
Commentaries
Generation PMCA March 2026 Commentary: Top-Down And Bottom-Up
Exclusive Insights
Bireme Capital Up 33% In 2025, 21% CAGR Since Inception [2025 Letter]
Exclusive Insights
Ocean Park Spring 2026 Letter: Up 23% In 2025
Commentaries
Alluvial Fund Up 3.5% In February 2026
Exclusive Insights
Praetorian Capital Up 23.71% YTD, On Precious Metals Bets
Commentaries
Argosy Investors 4Q25 Commentary
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
