Investor Letters
Healthcare Fund Ends July Up 11 Percent YTD as Stocks in the Sector were Mixed for July
Half Moon Capital Ended Q2 With Positives In Both Longs And Shorts; Avocado Short Delivers Big Gains
13F Recap Q2 2024: Klarman, Rosenstein, Miller And More
13F Recap Q2 2024: Paulson, Loeb, Einhorn, Ackman And More
Dan Loeb Says He Bought Apple As Stock Has Become “Increasingly Under-Owned” [Third Point Q2 2024 Letter]
GDS Investments August 2024 Commentary
Matrix Capital Management Shuts Down; Predicts AI Will Lead To “Age-Old Human Dream” Of “Extending Life Itself” [Closing Letter]
Alluvial Fund July 2024 Performance Update
Secrets to Tom Russo’s Decades-Long Success Part 3: The Post-Pandemic Era
DG Concentrated Strategy Struggles During Q2
Steamboat Capital Partner Gains On Intel Short; Highlights Brad Jacobs As Great CEO To Follow [EXCLUSIVE and In-Depth Q2 Letter Analysis]
DG Capital Value Fund Returns -0.3% During Q2
Roubaix Capital Solid Gain In July; Still Trailing Behind Indexes
Secrets to Tom Russo’s Decades-Long Success Part 2: The Pandemic Era
Why the De-Ratings of this Fund’s Top Positions were Unwarranted
Bronte Capital Callisto Fund 2Q24 Commentary
Giverny Capital Q2 2024 Commentary
Yost Capital – Big Money To Come From A Spin-Off And Appraisal Case; New Quant Project To Be Up Very Shortly [Exclusive]
