Investor Letters
Steve Romick Sells in Q1 as Valuations Increase Faster than Growth
Kerrisdale Returns 10%: Gains on Omnicom, Herbalife, AMERCO
Canyon Up 6.26% In Q1, Bullish On European Corporate Debt
Tepper, Odey, Loeb Among Best Performing Hedge Funds in 2013
Carl Icahn Calls Transocean 'absurd, delusional, dishonest'
TT International +3.89% In Q1,Gains From Banco Santander Short
Odey Absolute Return Up 11.3% Gains on NewCrest Mining Short
Viking Global Gains From Long Portfolio, Up 5% In Q1
Tom Gayner Says 2012 Was Phenomenal, Alterra Was Great Buy
Prem Watsa Down $130M on Research In Motion Ltd (BBRY)
Warren Buffett Annual Shareholders Letter [HIGHLIGHTS]
Jim Chanos Buys Amazon, Visa, Mastercard and McDonald’s
Lou Simpson’s Biggest Holding is Berkshire Hathaway
Steven Romick is Worried About What People ‘Aren’t Discussing’
Third Point AUM Hit Record $10 Billion In November
Tweedy Browne on the Folly of Market Timing

