Investor Letters
Mario Gabelli's Q1 Letter On M&A/Deals in the Pipeline
‘Bull Markets Don’t Die Of Old Age’: Omega Advisors
Bill Gross 'Investment Advice' A sneeze is "sort of half erotic"
JANA Poaches From Soros, Buys AerCap And Walgreen In Q1
Waterstone's AUM Down 70% As HLF, FNMA, FMCC Calls Misfire
Balyasny: HFT, Activists Partially To Blame For Tech Decline
Many Happy Returns In 2013: Expectations And Reality
Steve Romick Equity Holdings At 51% As Bargains Disappear
Charles Gave Says Easy Eurozone Trades Running Out Of Road
FPA Capital Q1: Buys ATW, ESV; Sells OSK, SIG
Paul Singer: Yellen Is Real Power In US As Inequality Perpetuated
DoubleLine Q1 Letter
International Speedway Corporation (ISCA) Case Study From Value Fund
Ivory Notes Market Complacency As Longs In AAL, ACT, OSR, EA Gain
Longleaf On Its Gains Gains In DTV (With Credit To John Malone)
Senvest Gains 5 Percent In March, Finds More Short Opportunities
Gator Financial’s Long Thesis On Zions Warrants Explores Hidden Earnings Power
Brevan Howard March Letter: Inflation Remains Stuck In US

