HFA Staff
Charlie Munger Commencement Address – USC
Berkowitz: On Fannie Mae “I expect further gains from any Trump Administration-led initiative”
Tilson Writing A New Book: Promotes His Upcoming Short Selling Conference “it’s going to be EPIC!”: On Bitcoin “One part of me thinks maybe I should have listened”
Jeffrey Gundlach: “Commodity Game Plan For 2018” [Slides]
FPA Crescent Fund 4Q17 Commentary: Sovereign Debt Craziness
GoodHaven Fund 2017 Annual Letter – We feel that this past year’s frustratingly modest gains are tomorrow’s opportunity
Alluvial Capital Up 30% In 2017 – Long Otelco
Graham & Doddsville Interview With Leon Cooperman
Tom Gayner – The Lost Art Of “Value Investing”
Pershing Square Update: Fannie Mae Nears Average Cost; Lone Nike, ADP, QSR, Etc. Sold HHC ” to address potential FIRPTA issues at PSH”
Hazelton Capital Partners 4Q17 Commentary
Ray Dalio: U.S. Is Entering The “Goldilocks” Period Of The Economic Cycle
IP Capital Partners 4Q17 Commentary
Howard Marks Says ETFs Remain Largely Untested; ‘easy money has been made’ in the market, don’t chase it
Emerging Value Capital Management FY 2017 Letter – Long Hilan
George Soros at WEF warns of nuclear war
When The Wolves Bite – The Battle Between Icahn And Ackman
Arquitos Capital Partners Up 64% In 2017 – Long MMA Capital
