Investor Letters
Leucadia National Letters 1978-2015
Weitz Investment Management 1Q16 Letter – Value Matters
Glenview Capital Management Bullish On HCA – Notes "One Of These Is Not Like The Other"
Glenview Capital Management Bullish On HCA – Notes “One Of These Is Not Like The Other”
Aristotle Value Equity 1Q16 Commentary – Amgen
S&C Messina Capital Management 2015 Inaugural Letter
Whitney Tilson On Fannie Mae Depositions; Dr. OZ On Lumber Liquidators
Free Trade: This Means War – Sui Generis
Sandon Capital Activist Fund March 2016 Commentary
Meson Capital Partners 1Q16 Letter – Short Stories
Vltava Fund 1Q16 Letter: An Exercise In Market Psychology
Shorts, Long Healthcare Bets Hurt Glenview Performance In 2016
Balyasny Preparing For 2016 “Challenges” Ahead; Looks To Hire
Livermore Partners Q1 Letter: Up 18%; Short Valeant (VRX)
Starvine Capital Corporation 1Q16 Commentary: Value Persists In Specific Pockets
Whitney Tilson Down 4% In Q1, -7% In 2015; Lumber Liquidators Is Biggest Short
Donville Kent Capital Ideas Fund Q1 Letter: Hit By Valeant
Jamie Dimon's 2015 Annual Letter To JPMorgan shareholders
