Investor Letters

Tweedy Browne on the Folly of Market Timing

Bill Ackman Buys Burger King, Adds To P&G, Sells Citi

Farallon Capital's Top Holdings; Visa, Nexen, Priceline And NewsCorp,

Arnold Van Den Berg Buys TOT, HPQ, LAYN, SCHW, Adds JEC, CSCO, AMAT

Kerrisdale Capital on the China Medical Short Saga

The Hidden Value in Vistaprint

Karsch Capital is Long JUSH & Short PNR, MAN, QBE

Dialectic Capital loses Money on its CAST and HLF Short Bets

SAC Capital Adds Facebook, Hess and AIG, Sells US Steel

Greenlight Capital Buys CI, CVH, UNH Adds To ABX, XRX, Sells DELL

John Burbank Buys KMI, HFC, LMT, Adds WYNN, EBAY, Sells ABT, AMZN

Eton Park Buys C, MS, CHK, GDX Largest Positions NWSA, AAPL, DG, EBAY

Tiger Consumer Buys DG, KORS, KFT, MCK, GOOG, Largest Holdings SHW, FB

Dodge & Cox Buys JCP JPM, DELL and DOX Adds to CS BHI and S

Tom Gayner's Markel Buys ADM, BRK.A, SLB, WAG, GOOG Sells ITC and NSH [UPDATED]

Klarman Compares Treasuries Bunds and JGBs to Subprime and Greek Debt

Jana Partners Exceeds Expectations: Fund Up 11.2 % YTD [UPDATED]

Pershing Square Hires Ben Hakim of BX for SR. Role; Fund Up 3.3% YTD

Dan Loeb's Third Point Sells PRQ Equity and Debt

Kingstown Capital Up 10.6% YTD; Fund Buys RGS, VRNT, BKS and CMVT

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