Investor Letters
Vltava Fund Q3 2024 Commentary: How Much Money Would Warren Buffett Have if He Paid Tax on Unrealised Gains
Kernow Covered These 4 Shorts with Massive Profits: Turnaround Efforts Underway at 2 of them
Absolute Return Partners October 2024: Lessons From Two Weeks in California
DG Value Partners Gains Added In September Led By Caesars And Community Health
RV Capital H1 2024 Letter: First Investment in the Oil and Gas Sector
Arnott Opportunities: Performances In The Red As Uranium Underperform
Lowell Capital Value Partners August 2024 Commentary: Long Thesis For This US Sports Retailer
This Former Sequoia Fund Partner Seeks Growing Maturity, Intrinsic Value at Portfolio Companies
Roubaix Ends August Flat After Volatility Sent VIX Up by the Second-Largest Single-Day Percentage Move Ever
RGA Investment Advisors 2Q24 Commentary: Consumer Opportunities In A Choppy Market
Volatility Strikes this Long/ Short Fund in Q2, but Not Enough to Crack Its Long-Term Record
Goldman Prime Insights: Exits From Chinese Equities; Financials Bought Like Hot Cakes
How David Tepper’s Nephew Killed It During the Bear Market of 2022 [In Depth]
Alpha Low Volatility Fund August 2024 Commentary
Broyhill Asset Management Q2 2024 Letter
Black Bear Value Fund August 2024 Commentary
Sandon Capital Activist Fund August 2024 Commentary
Absolute Return Partners September 2024: Why it is a bad idea to raise tariffs
