Investor Letters
Strubel Investment Management August 2024 Commentary: Recession Worries?
Elliott Warns About What Will Happen When the Dam Breaks on Bad Behavior
Kerrisdale Reevaluates Short Thesis for RIOT, Bitcoin Miners Amid Possible AI Pivot
This Billion Plus AUM Contrarian, Valuation-Based Fund’s Top Holding Is Tesla: Here’s Why
Paul Singer Explains How Elliott Management Conducts Risk Management [Exclusive]
GreenWood Investors Q2 2024 Commentary
Fairlight Alpha Fund Q2 2024 Commentary
Gator Financial Partners Q2 2024 Commentary
Black Bear Value Fund July 2024 Commentary Up 8% YTD
Up Nearly 12 Percent for Q1, TCI’s Top Contributors Were GE, Safran and Airbus
Paul Singer Warns $7 Trillion Of Corporate Debt Needs to Be Refinanced
Odey Cub Has Strong July Driven By Plus500
This Long/ Short Equity Fund Is Enjoying the “Best Prospects” for Shorting in “the Last 25 Years”; Warns This Stock Will Decline Further
David Einhorn: Inflation Will Be A Big Winner Regardless Of 2024 Presidential Election Outcome [Greenlight Q2’24 Letter]
DG Value Partners Up 8% In July: Gains On Apollo Buyout Of Everi Holdings
Paul Singer – How Three Activist Campaigns Made An Impact On The Wider Japanese Market
Kernow Asset Management Up 9% In July: Gains On Metro Bank
In a Tough Q1 for Shorting, Viking Global Enjoyed Strong Alpha on Both Long and Short Sides

