Value Briefs
HFA Staff
Value Briefs
Multi-Cap Equity Funds Suffer Largest Weekly Outflow Since 2018
Stanphyl Capital November 2023 Letter
Value Briefs
Charlie Munger – Quotes of Wisdom
Value Briefs
Charlie Munger: You’ve Got To Learn How To Recognize Rare Opportunities When They Come
Arnott Opportunities (Cayman) Fund October 2023 Commentary
Private Credit Funds Report Growth In Activity As Other Lending Markets Retrench
Value Briefs
Ray Dalio: The Risks of US-China Military War Have Declined and a New Type of War Has Begun
MVST: Empty Facilities and a Hidden Grant Loss: Another China Hustle – J Capital Research
Revenue Streams, Potential Massive New Audience Pull PE Into Sports Sector
October Hedge Fund Performance And Data From PivotalPath
Value Briefs
Ransomware Gang Files SEC Complaint – Against Victim!
Hedge Funds Returned -0.4% In October 2023 – Citco
Celebrating 10 Years: Industry Leaders To Gather In December At The 10th Annual Sohn London Conference
Dan Loeb: Market Too Obsessed With Balance Sheet Strength [Third Point’s Q3 2023 Letter To Investors]
Value Briefs
Pamplona Capital Management Announces Formal Liquidation Of Pamplona Capital Partners III, L.P. (“Fund III”)
ExxonMobil, Tesla, and Sunrun Among Most Shorted Stocks in October
Bill Ackman: Harvard Has Not Been A Bastion Of Free Speech
Value Partners – Fixed Income Investment Outlook
