Michelle deBoer-Jones
These were Bill Ackman’s favorite hedge funds
Blue Mountain continues wind-down of credit alternatives fund: Letter
Lee Ainslie is bullish on South Korean E-commerce Unicorn [In-Depth]
Einhorn’s FOF Re-positions Portfolio, Makes New Seed Investment In Year Marked By “Speculative Exuberance”
Short Thesis For Remark Holdings, A Dave Portnoy Pump
Short Thesis: Why Trupanion Could Plunge 85 Percent
Voss Capital is betting on a housing market boom
Einhorn Tells Investors: Tesla Is Gaming S&P 500 Index Committee
Andrew Feldstein departs from BlueMountain [Letter]
Q2 Letter: Baupost won big in Q2 with PG&E, eBay, Liberty Global
Partners Group sells stake in this private company to Hellman & Friedman
A Solid Month For Most Hedge Funds
Lakewood details three short theses in new investor letter
This top hedge fund still expects value investing to outperform again
Progress on Trans Mountain Pipeline Extension continues
This African fund likes bank stocks right now
This hedge fund is so optimistic about COVID-19 that they’re short Clorox [In-Depth]
Joel Greenblatt Owned Hedge Fund On Why Value Investing Isn’t Working Now

