Broyhill Asset Management 2015 Annual Letter: The Value in Value

Hempton: We are short some previously high flying shale companies

Half Moon Capital Short Book Up 28% In 2015

Broad Run Investment Management Q4 Letter: Dick's Sporting Goods, CarMax

Hazelton Capital Partners 4Q15 Letter; Long CUI Global Inc (CUI)

azVALOR First Letter To Investors

Lakewood Capital Shorts: Adeptus Health; Dycom Industries; Dean Foods; PRA Group

Global Return Asset Management January 2016 Activity Summary

United Development Funding (UDF) Total Ponzi Scheme, Worth Zero: Hayman

BOJ Bazooka: Blasts Japanese Regional Banks And Households – Horseman Capital

Grey Owl Capital Management 4Q15 Letter: Opportunities In A Not So Hot Market

Jeremy Grantham: Ultra-low resource prices are not sustainable, U.S. Equity Bubble Update

GMO International Active EAFE Strategy 4Q15 Letter: China appears to have backed itself into a corner

Klarman Nails Fiduciary Definition, Calls Out Public "For Profit" Hedge Fund Model

Klarman Nails Fiduciary Definition, Calls Out Public “For Profit” Hedge Fund Model

Japanese Regional Banks Non Performing Loan Time Bomb – Horseman Capital

Polaris Global Value Fund 4Q15 Commentary

Vulcan Value Partners 4Q15 Letter

Bruce Berkowitz: Peter Lynch touted Fannie Mae as “the best business, literally, in America.”

Mark Spiegel's Stanphyl Capital Remains Short Tesla Motors Inc (TSLA)