Investment Strategies
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Ray Dalio Portfolio: Supercharge Your Investments
Index Mania: On Top of the World
Michael Burry Portfolio: Investments and Insights
Despite Tepid 2024, This Top Smid-Cap Value Fund Has 16% Annual Returns Since 2008
Red Cat Holdings Inc (RCAT) Flying Blind – Kerrisdale Capital
Why Point72 Alum David Rosen’s Top Performing Rubric Capital Likes Value Traps
Value Briefs
Focused Compounding’s Favorite Stock Revisited: 3X Return In 5 Years For Vertu Motors
2035: An Allocator Looks Back Over the Last 10 Years [Cliff Asness]
Carvana: A Father-Son Accounting Grift For The Ages – Hindenburg
Value Briefs
SVN Capital Heico Corp Investment Thesis Revisited
DG Value Partners: Diversified Portfolio Making High Gains
Value Briefs
Revisiting Left Brain Capital Trade Desk Thesis: 13X Return In Six Years
Sezzle: A Failing “Buy Now, Pay Later” Platform Playing Short Term Tricks As Insiders Cash Out Via Stock Sales And Margin Loans – Hindenburg Research
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
Design Choices, Machine Learning, And The Cross-section Of Stock Returns
Oklo Inc. (NYSE:OKLO): Fission Impossible – Kerrisdale Capital
Value Briefs
Revisiting Verdad Capital Yamaya Thesis
PACS Group: How To Become A Billionaire In The Skilled Nursing Industry By Systematically Scamming Taxpayers – Hindenburg Research

