Investor Letters
Will Baupost Follow Its Own "North Star" Amid Challenging Quarter?
Will Baupost Follow Its Own “North Star” Amid Challenging Quarter?
Passport Special Opportunities Still Long VIPS, Up 15.1% In Q3
Emerging Value Capital Management 3Q15 Letter To Investors
Passport Global Up 6.7% In Q3; Burbank Worries About Liquidity
T11 Capital Management Up 45% YTD: A Game Of Risk Obfuscation
Grey Owl 3Q15 Letter: Valeant (VRX) – Past, Present, And Future
Shkreli Is Catalyst As Jana Dumps Valeant Ahead Of Big Drop
Thornburg Value 3Q15 Commentary: Health Care Catches a Cold
Vulcan Value Partners 3Q15 Letter: Oracle Long Case
Greenwood Investors 3Q15 Letter: Opportunity in Ferrari's IPO
Jim Chanos Return Model
Bill Gross Calls For "Operation Switch," As Stimulus Impact Muted With Repeated Usage
Singer's Elliott Management Hedged In Volatile Third Quarter, Posts Gain
Singer’s Elliott Management Hedged In Volatile Third Quarter, Posts Gain
Bill Gross: It's The Zero Bound Yield Curve, Stupid!
Hugh Hendry: How I Learned To Stop Worrying And Love The Bomb…
Tough Year For Value Investors As Baupost Declines On Energy, Biotech Bets
