Investor Letters
Greenhaven Road Capital 3Q24 Commentary: Lifecore Thesis
Engine Capital Up 10 Percent After Correctly Predicting the Small-Cap Rally
Black Bear Value Fund October 2024 Commentary
DG Value Shares Thesis for This Industrials Stock [In-Depth]
Broyhill Asset Management Q3 2024 Letter: New Longs In Rentokil Initial, Evolution And Nice
Up More Than 20 Percent YTD, Yost Capital Outlines Thesis for Ibotta, New Hybrid Short Strategy
Wellington Cotinues Winning Streak; Leads Hedge Fund Leaderboard With 30% Return YTD
ProChain Capital October 2024 Commentary: Up 29% YTD
Kernow Asset Management Up 2% In October 2024: Gains On (Metro?) Bank Short
Half Moon Capital Details New Sports Stock Short; Gains On Reddit Bet [Q3 24 Letter]
Alta Fox Opportunities Fund Q3 2024 Letter: Update On REV Group Thesis
Gator Capital Management Q3 2024 Letter: Long Chain Bridge Bancorp
Blue Duck Capital Partners’ Open Letter to Amazon
Absolute Return Partners November 2024: Time to Switch from Equities to Commodities?
TMR Capital 3Q24 Commentary: Long This Cheap AI Play [In-Depth]
Bretton Fund 2024 Q3 Shareholder Letter
Grey Owl Capital Management Q3 2024 Commentary
Alluvial Capital Management 3Q24 Commentary: Long This Swedish Internet Service Provider
