Investor Letters
Microsoft Corporation (MSFT) Is Top Holding For Steven Romick’s FPA
Olesen Value Fund Up In January, Sells Topps Tiles
GreyOwl Capital Q4 Letter: A Speculative Consensus
2013 Was Most Difficult Year Ever For Short Sellers: Lakewood
Graham & Doddsville Winter Issue: Interview with Lee Ainslie
Tilson: DDD The Beginning of the End of the 3D; Long CALL
Third Point Performance Letter For January 2014
Low Oil Volatility From US Shale Production Hurts Astenbeck
Allen Global Has Best Year Since 2010
John Hussman – Double Trouble
Icahn Throws In The Towel On Apple: Letter To Shareholders
Trian Partners: Activism With An Eye On The Income Statement
Dodge & Cox Propelled By Financials, Healthcare, Returns 41%
Trapeze Asset Management – Seeking Attractive Values
Olesen Value Builds Stake in Small, Profitable, Asset-Rich Euro Stock
Tocqueville Delafield Fund Q4 Letter: Investment Process
Kao's Akanthos Capital Up in 2013 On Fannie Mae, Freddie Mac Prefs
Kao’s Akanthos Capital Up in 2013 On Fannie Mae, Freddie Mac Prefs

