Rupert Hargreaves
Distressed Investing: Westinghouse Electric Bankruptcy
Why Wall Street Wrong On Bank Stocks
Berkshire Hathaway 2018 Letter: Focus On The Underlying Business
Berkshire Hathaway 2018 Letter: Buffett’s Buyback Dilemma
Sio Capital Gains An Impressive 23.3% In 2018 As Biotech Shorts Pay Off: Here Are The Companies That They Are Betting Against
Hedge Funds Up 6% In 2019 As Crowded Trades Bounce Back: Goldman
David Einhorn Laments At Greenlight Annual Dinner: In 2018 “We Weren’t Right About Anything”
Charlie Munger’s Investment Advantage, Only Four Investments In His Portfolio
Moon Capital: Chasing Dividends In Frontier Markets
Berkshire Hathaway’s Results: What To Expect
Lightsail Capital Seeking Inefficiency In Small-Cap Growth Leads To 10% Return In 2018
Charlie Munger: Most Investment Managers Act Like A “Racetrack Tout”
Coho Capital 2018 Letter: Netflix Is The “Cable Cowboy for the Streaming Age”
Steve Mandel Steps Down With One Of The Best Hedge Fund Records Ever
Exclusive – Blue Mountain Doubles Down On Credit Exposure After Mixed 2018 And Insistence That PG&E Is “Solvent”
Marathon Asset Management’s Newish Fund: Seeking Value In Aircraft Leases And Drug Royalties
Michael Mauboussin: Who Is On The Other Side?
Hedge Fund 13F Round-Up For Q4 2018

