Exclusive Insights
HFA Staff
Exclusive Insights
Crossroads Capital: Short Bloom Energy [In-Depth Report]
Exclusive Insights
Black Bear Ups Exposure In High Yield Credit. Full Q2 letter.
Value Investing Seminar
VIS 2026 – Norman Rentrop Pitches A Mispriced Micro-Cap Gem Hidden In Plain Sight
Commentaries
RPD Fortress Fund June 2026 Commentary
Value Investing Seminar
2026 VIS – SLAM’s Florian Weidinger Pitches An Overcapitalized Fallen Angel In A Disliked Indonesian Market
Value Investing Seminar
2026 Value Investing Seminar: Florian Weidinger, Norman Rentrop, Glenn Tongue, Beile Grunbaum, And More
Exclusive Insights
WHG Global LB Fund Up 30% YTD; Gains On Exchanges Shorts And Bets Against Brazil
Regal Rexnord (RRX): Data Centers. Robotics. AI. Oh My! – Kerrisdale Capital
Hedge Fund News
Jensen Huang’s Foundation Has Returned 75% Annually Over the Past 10 Years
Fintech/AI
Bridgewater Teams Up With Ex-OpenAI CEO To Build AI That Beats Frontier Models for A Fraction Of The Cost
Berkshire Weekend
ValueX BRK 2026 – Bill Ackman on Creativity, Permanent Capital, and Building a Mini-Berkshire
Hedge Fund News
Anson’s Flagship Fund Up 6% In June; Has Beat the S&P 500 by ~500 Basis Points a Year Since 2008, With a Third of the Volatility
Planet MicroCap
Planet MicroCap Las Vegas 2026 Pitches: Micro and Small Caps That Could 10x
Ben Graham Conference
2026 Ben Graham Conference – Credit and Alternatives Panel Sees Value in Gold Miners, Structured Credit and the Private-Credit Shakeout
Ben Graham Conference
2026 Ben Graham Conference – Bob Robotti on Why Inflation, Not the Fed, Will Decide the Next Decade of Value
Ben Graham Conference
2026 Ben Graham Conference – Chuck Royce on 50+ Years Of Experience; From The 73-74 Bear Market To Using AI For Research
Ben Graham Conference
2026 Ben Graham Conference – Allocators on Investing a Frothy Market: Diversifiers, Private-Credit Discounts and the Fading 60/40
Ben Graham Conference
2026 Ben Graham Conference – Brian Belski Says a Small-Cap Storm Is Coming as the Secular Bull Runs Toward 2034
Ben Graham Conference
