HFA Staff
Aswath Damodaran: You Have An Optimal Debt Ratio, Now What?
Grey Owl Capital Q4 – We do not know the plot but we do know the setting & its potentially dangerous
Jim Chanos On 10 Year Should Be 4% Right Now
Moerus – Long Atlas Mara Limited And BR Properties S.A. ; Getting What You Don’t Pay For
Motiwala Capital 2017 Annual Letter – Long Nichiwa Sangyo
Mittleman Has Big Gains From KB Financial, Aimia Inc. And Sberbank
Insights for Entrepreneurs @ Amazon – Ferris, Kahneman, Duhigg, Duckworth, Grant And More
Dalio – It’s All Classic: The Main Questions are About Timing and What the Next Downturn Will be Like
Olstein: We Are Not Speculators, We Are Investors
Value Briefs
Eddie Lampert – Just The Facts—Sears Canada
Global Return Asset Management 2017 Year In Review – Risk Management
Bronte Capital Has Gain On 40% Drop In Canadian Miner; Goes Long World Acceptance Corp.
Crescat Global Macro Up 12% On Bearish Bets Expects Pain Is Just Starting
Livermore Partners Q4 Letter – Short USD And Valeant
Blue Tower Up 24% In 2017 – Long Joban Kaihatsu
Hayden Capital 4Q17 Letter – Learning How To Trust
Mark Spitznagel: Picking Market Crashes Is Impossible
Global Allocation Fund January 2018 Commentary – We have slightly increased our short exposure
