Mark Leonard: It’s Time To Lower Hurdle Rates

Q4 2020 13F Round-Up: Notable Hedge Fund Changes Including Pabrai, Abrams, Price, Klarman And More!

“S” Adoption Curves

Sabrepoint Capital Is Shorting SPACs For 2021

Exclusive: Izzy Englander’s Millennium Management Focuses On Longer Term Capital

Far View Adds 34.4% In 2020, Revisits Strategy After Missing Opportunities; like this Nordic “Amazon” style stock

Black Bear Value Fund January 2021 Update

Steamboat Capital Explains Why Shorting Has Gotten So Dangerous

Half Moon Capital Returns 12.2% In 2020 Despite Short Position Drag

Crescat Capital February 2021 Update

Exclusive: Millennium Reports Its Highest Return In 20 Years As Firm Boosts Hiring

Worm Capital January 2020 Performance Update

Southpoint Capital Returns 28.6% In 2020 Thanks To Recovery Bets Like Uber [Exclusive]

This fund is bullish on SPACs and had a profitable short book in 2020

2020 Letter: Maverick Is Set To Take Advantage Of The Great Hedge Fund Unwind [Exclusive]

Lessons From Baupost Group’s 1994 Letter

2020 Letter: Kerrisdale Outlines Long Thesis For This ESG Tech Stock

Blue Tower Asset Management 4Q20 Commentary

Greenhaven Road Capital 4Q20 Commentary

Livermore Strategic Opportunities February 2021 Update