Value Briefs
Jacob Wolinsky
Value Briefs
Madera ONE Fund Up 89% YTD – 3Q18 Commentary: Something Old, Something New – Our new big short
Jason Trennert – Strategas: Private equity is going to be a huge problem – Grant’s 2018 Interest Rate Observer
AT&T Has Just Slightly Less Debt Than Portugal! And Other Telecoms Are Not In Much Better Shape! Grant’s Conference MoffettNathanson Pitches Short $T Debt
Stan Druckenmiller At Grant’s – Its All About Liquidity, And Liquidity Is Going Down!
Grant’s Conference Francine McKenna On How To Detect Accounting Gimmicks At Companies Such As MoviePass Or… Berkshire Hathaway
Conference Season Schedule Of Coverage: Sohn, Grant’s, Robinhood, And More
Greenlight Q3 Letter To Investors: Tough Quarter, Sold Apple
Value Briefs
Hidden Value Stocks September 2018 Issue
Farnam Street October 2018 Letter: The Arrogance Of Investing, Mr Market Revisited, Today’s Dangerous Valuations And Twenty seconds!
Highfields Capital Shutting Its Doors [Letter]
Hedge Fund With Many Multi-baggers Sees 230% Upside For This Micro Cap With Tons Of NOLs
Global Quality Edge Fund 2Q18 Commentary – 9 Recent Cases Of Aggressive accounting
Brief Notes From The First Eagle Investment Media Breakfast
Black Bear Value Fund August Commentary – Gains On Credit Shorts
Deep Value Micro Cap With Lots Of NOLs And 150% Upside
Li Lu With Charlie Munger – Interview With Subtitles
Wharton School Published on Aug 15, 2018 – Marks Investor Series featuring Howard Marks, W’67, Co-Chairman, Oaktree Capital
Hayden Capital 2Q18 Commentary
Delivering Alpha

