Investor Letters
Khrom Capital With Another Killer Year – Up 23% YTD
Dane Capital Management Fund July 2015 Letter: Long Lindblad & MDV
Bronte Capital Shareholder Letters: The Generalized Short-Selling Debacle Of 2013
Zeke Ashton's Centaur Total Return Fund H1 Letter
Bronte Capital Shareholder Letters: The Beginning
ADW Capital: Ferrari Does Not Stand For "Fix It Again Tony" (FIAT)
Gator Financial H1 Letter: Long Peapack Gladstone
Meson Capital Q2 Letter: A Radical Idea for Activist Investors
Longleaf Partners Semi-Annual Report: Energy holdings; Macau
Bronte Capital: Questions On Sunedison (SUNE)
Shareholder: Berkshire Is Underpaying For Precision Castparts
Coho Capital: Case Study Of Videocon And Viad
Newbrook Capital Like Chinese Internet Plays; Shorts Woolworths
Firefly Value Partners – Benjamin Graham on China
Ron Baron Baron's Fund 2Q5 Shareholder Letter: The Story Of ISCAR
Whitney Tilson Pumped For 60 Minutes Lumber Liquidators Re-Run
13F Filings For Q2 2015: Hedge Fund Round-Up
Whitney Tilson: World Acceptance Falls As CFPB Expects To Bring Charges

