Investor Letters
This Value Fund Had Some Robust Long Returns But Got Hit By Shorts
Roubaix Performance Update; YTD Net Return +12.19%
Exclusive: Lee Ainslie’s Maverick Details Thesis For Biotech Sector
This Long/ Short Equity Fund Presents Its Thesis For Ferroglobe
South Point Capital Is Prepared For The End Of Speculative Behavior: Q2 Letter
Hawk Ridge Adds 3.1% In Q2 Sees Value In This Cement Company
EXCLUSIVE: Lee Ainslie’s Maverick Had A Challenging 2Q
This Tiger grand-cub was flat during Q2 but is ready for the return of volatility
Trident Fund LP July 2021 Commentary
Odey Falls -2.5% In Q2, Bets On Economic Recovery
Michael Burry: Markets Are Anything But Random
DG Value Adds 36.4% YTD As Distressed Stocks Surge
Carlson Capital’s Double Black Diamond Strategy Gains 5.3% On Jewelry Play
Alkeon: Big Tech Is Only Just Getting Started
Marathon Partners: There Is A “Compelling Opportunity” In US Cannabis
Very Dangerous…
Greenlight Capital Full Q2 2021 Letter: Einhorn Thinks Inflation Is Here To Stay
Voss Capital is tapping into the affordable housing shortage
