Commentaries
Investor Letters
Commentaries
Exclusive Insights
RPD Fortress Fund – January 2026 Letter
Exclusive Insights
Bowmoor Capital’s Global Alpha Fund Slips 2.08% in November, YTD Returns Ease to 4.35%
Commentaries
Sorfis 2025 Letter: AI Capex Exceeds Manhattan Project, Apollo & Public Works Combined (GDP-Adjusted)
Exclusive Insights
Alluvial Fund Up 42% On Soap, Canned Corn, Mid-Tier Malls And Widgets Distributor
Commentaries
Arquitos Capital Q4 Letter: Up 82% In 2025, Details Three Largest Holdings
Exclusive Insights
Buckley Capital 2025 Letter: 2.5x Upside For Basic-Fit
Commentaries
GoodHaven Fund 2025 Annual Letter
Commentaries
Ashva Capital Management 2025 Annual Letter
Commentaries
Third Wave Of The US Dollar Cycle – Crescat Capital
Commentaries
Precious Metal Bets Boost Hirschmann Capital To 175% Return In 2025: Investor Letter
Commentaries
Grey Owl Capital Management Q4 2025 Commentary
Commentaries
Crossroads Capital Up 37.7% In 2025, 21.2% CAGR ITD
Exclusive Insights
Lancaster Absolute Return Fund Posts 12.7% 2025 Return Despite Nvidia & Blue Owl Short Loses: Q4 2025 Letter
Exclusive Insights
The Story Of Danaher, The Poster Child For A Company With An Owner Mindset
Commentaries
Marram Investment Management Q4 2025 Commentary
Commentaries
Elliott’s Perspectives On Toyota Industries
Exclusive Insights
Asset-Backed Finance Is Exploding, But Diameter Capital Highlights Red Flags With The Asset Class
Exclusive Insights
Greenlight Masters FoF Up Over 30% In 2025 With Gains From Hedge Funds Helikon, Extract Capital And Tyro Partners
Exclusive Insights
