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Investor Letters
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Commentaries
Sohra Peak Capital Q3 2025 Commentary
Commentaries
Hinde Group Q3 2025 Commentary
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Apis Deep Value Fund Up 40% YTD Led By This US Healthcare & Japanese Datacenter Stock
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Cooper Creek Presents Short Thesis for This Troubled Home Builder With Alleged “Accounting Shenanigans”
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Gator Financial Partners Q3 2025 Commentary
Commentaries
GDS Investments November 2025 Commentary
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Black Bear Value Fund October 2025 Update
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Precious Metals Drive This Hedge Fund’s YTD To 30%; 28% CAGR ITD
Commentaries
Giverny Capital Q3 2025 Commentary
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Warren Buffett’s Goodbye Letter- Going Quiet And Reflecting On Life
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‘The Big Short’ Greg Lippmann Warns of Potential Impending Doom Despite Goldilocks Consensus [Q3 Letter]
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DG Capital Goes Long This Brazilian And American Company; Sells These Two Healthcare Stocks [Q3 Letter]
Commentaries
Tweedy Browne Insider + Value ETF Q3 2025 Commentary
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Atherean Value Fund Q3 2025 Commentary
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This Ancient Hedge Fund Is Up 54% YTD With Gains On Gold And Silver Bets
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Odey Cub Courtenay Special Situations Fund Bets On This Elon Musk Play
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Dan Loeb Dumps Flutter, Jacobs Solutions, And Radiate (Credit); Reduces HD, TSMC, & Talen [Exclusive]
Commentaries
Howard Marks November 2025 Memo: Cockroaches In The Coal Mine
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