Michelle deBoer-Jones
This event-driven fund is betting on ChampionX, Caesars and Vista Outdoor [Q1 Letter]
Southpoint Capital likes these stocks [Q1 Letter]
Odey’s Special Situations Fund highlights Formula One and Shaw
Corsair highlights SPAC FG New America ahead of OppFi merger
This activist fund is targeting Canaccord Genuity, Dell and CACI [Exclusive]
Exclusive: Third Point is diving into the private and SPAC markets [In-Depth]
Off Best Quarter In Its History, Maverick Capital Announces Changes To Short Strategy [Exclusive]
Steamboat Capital doesn’t like SPACs, but invested anyway; here is why [Q1 Letter]
GrizzlyRock: Long Thesis For This European Travel Company [Q1 Letter]
Carlson pushes for agreement with largest position, SWK Holdings: Q1 Letter [Exclusive]
Corsair Capital is still winning big with SPACs: Q1 2021 Letter
African Markets Bounce Back In January, Only To Reverse The Next 2 Months: Laurium Q1 Letter
Top Investor Details Short thesis for WELL Health Technologies
This quant still favors growth, argues that the value rotation won’t stick
Two Sigma’s Venn outlines factor performance for March
This credit fund was roughly flat for March as negativity continued
Brattle Street investment manager charged with taking PPP funds
Brook Asset Management had a strong first quarter, is shorting This US education stock [Exclusive]
