Investor Letters
Prem Watsa Has Seen This Tech Valuation Movie Before
Maglan Capital Up +20.84% In February
Prem Watsa On the Massive Bubble In Private & Public Tech Companies
Let's Be Clear: Seth Klarman Is Not A Bear
Let’s Be Clear: Seth Klarman Is Not A Bear
Impala Asset Management Nails Oil Call; Expects Lower Prices For 18+ Months
Sequoia Fund, Inc. Q4 Letter To Shareholders: Rolls-Royce, Valeant And More
Robert Olstein: Waste Of Time To Debate Market Valuations
Clipper Fund 2014 Annual Investor Letter
Hounds Partners Long Only Active Management Beats S&P, Likes Valeant
Corsair Capital Q4 Letter To Investors: Oil, Ebola And More
John Burbank 2014 Letter: Short Crude Oil; Bullish On US Dollar
First Eagle Fund of America Q4 2014 Commentary
Martin Capital Management 2015 Investor Letter – Why We Worry Top Down But Invest Bottom Up
David Rolfe: We'll Own Berkshire Many Years To Come
David Winters' Q4 Letter: We Have Watched As Many Funds have Morphed Into Quasi-Index Funds
Francis Chou: Q4 Letter To Shareholders – Long Sears

