Paul Singer: Cryptocurrency Is “A Dazzling Marketing Pitch And Nothing Else”; Gold Should Be The New Global Currency Reserve [Q3’24 Letter]

Donville Kent Asset Management November 2024 Commentary

Pantera Bitcoin Fund Hits 1,000x

Paul Singer: Skyrocketing PE valuations not necessarily a good thing [Elliott Q3 Letter]

Arnott Opportunities: Finding Opportunities In Highly Volatile Commercial Aviation Market

McIntyre Partnerships Q3 2024 Commentary

Generation PMCA 3Q24 Commentary: A Grand Illusion?

Paul Singer Calls Out Policymakers for Mismeasuring Inflation

Paul Singer Questions Last Rate Cut as Fed Mulls December Decision Amid Rising Inflation; Sees Opportunity In These Energy Stocks [Q3 Letter]

GDS Investments November 2024 Commentary: Post-Election Pragmatic Optimism

Steamboat Capital Shares Thesis for CompoSecure, Shares Why Alphabet May Be Undervalued [Exclusive]

Apis Capital: Shorts Outperform Longs

Praetorian Capital’s Kuppy: What’s Driving Stocks

Crossroads Capital Q3 2024 Investor Letter

GrizzlyRock Value Updates Two Stock Theses, Shares New Idea: A Midcap Auto Services [Q3 Letter]

Southpoint Capital Disputes Allegations Regarding Kazakhstan’s Kaspi; Warns Of Dangerous Markets [Q3 Letter]

Svelland Capital: Commodity Equities Are Under Owned; China Looking At Qatar For LPG

Ashva Capital Management Q3 2024 Investor Letter

Strubel Investment Management November 2024 Commentary: Special Election Edition

Up 26 Percent YTD, This L/S Equity Firm Outlines Its Thesis for Carpenter Technology