Investor Letters
Here Is What “The World’s Greatest Turkish Equity Analyst” Is Buying: Talas 2020 Letter
Corsair Capital is still winning big with SPACs: Q1 2021 Letter
Mark Leonard: Good Companies Are Not Always Great Stocks
African Markets Bounce Back In January, Only To Reverse The Next 2 Months: Laurium Q1 Letter
The Cheetah Bottleneck
Carlson Capital Thinks The SPAC Boom May Be Over [Q1 Letter]
Khrom Capital killed it during the first quarter, continuing its strong track record; here are their favorite stocks
Delbrook Thinks Uranium Miners Could Disappoint
This credit fund was roughly flat for March as negativity continued
Brook Asset Management had a strong first quarter, is shorting This US education stock [Exclusive]
Despite 60% Loss On Shorts, Yarra Square Up 20% In 2020
David Einhorn: This NJ Deli With One Location And Little Revenue Is Trading At $100M+ Valuation
Arquitos Capital Management March 2021 Performance Update
Rowan Street Capital 1Q21 Performance Update
David Einhorn: Has The Tide Turned From Growth to Value?
Michael Mauboussin: MEROI – Bridging Accounting and Valuation
Greenlight breaks even for Q1 after damage to its short book [Full Letter]
The Octopus and The Shark – Broyhill
