Investor Letters
Ron Muhlenkamp's Quarterly Memorandum To Investors
Olesen Value Fund +0.4% In Oct; Sold Havas At 135% Gain
East Coast Asset Management: Grove of Titans
Loeb Arbitrage Fund Notes Improved Market Environment For Mergers
Triago: Seeking Haven in Private Equity
Motiwala Capital Third Quarter Letter to Shareholders
Broad Run Investment Q3 Letter Letter: Long TROW, BAM
Greenlight Q3 Letter: Gains In Apple; Short Amazon.com (AMZN)?
Paul Singer Discusses Managing “Illogical Market Trends”
Paul Singer Discusses Managing "Illogical Market Trends"
Odey Says Equity Investors Outsource Analysis To Bond Markets
Absolute Return Partners: Snail Trail Vortex
Paul Singer Blasts “Krugmanization” of Economics
Paul Singer Blasts "Krugmanization" of Economics
Elliott Says Residential Real Estate Topping, Commercial Strong
Elliott Tells Investors – Fund Preparing To Hunt For Argentine Assets
After Shorting GTAT Into Bankruptcy, Lakewood Points To Similarities In INVN
Brynjolfsson In Ebola Bear Camp, Voices Technology Concerns

