HFA Staff
Hoisington Q4 – Slow Inflation And Growth Ahead
Vilas Fund Partner Up 65% In 2017: Short Tesla Inc (TSLA) Is Now Largest Holding
Bronte Capital Up 28% In 2017 Amid Steinhoff Short; Nears Fund Closure
Global Allocation Fund December 2017 Commentary
Aristotle Capital December 2017 Commentary – Potholes
Richard Thaler On CUBA “There is no rational explanation”
Lembirik Group Investments 2018 Annual Letter: Long KORS
Best Ideas 2018 – 3D Systems Corp. with Gabelli
Vltava Fund 14 Yr Anniversary – New Korean Position “It is no accident that Korea ranks number-one in the world for the number of patent registrations per inhabitant”
The Banks With The Most & Least CFPB Complaints In 2017 By Total And Per Deposits – “The Winner” Is Not Who You Would Think
John Herzog: Experiencing The Crash Of ’87
Weitz Investment Management 4Q17 Commentary – Value Matters
Deals, Deals, Deals: The Year Ahead With Mario Gabelli
Whitney Tilson Returns Proclaiming ” I was 100% right”
Ray Dalio – The Hero’s Journey
Barac Capital Management 4Q17 Letter To Investors: Gains On Roku
Vinod Khosla: How To Build A Billion Dollar Company
Correcting For Selection Bias, Backtest Overfitting, And Non-Normality – II Journals

