Value Briefs

Choice Equities Fund Up 76 Percent In 2020

Odey Tells Investors Prepare For 11% Inflation And A Market Crash [2020 Letter]

Rowan Street Capital 2020 Up 65 Percent In 2020

This Hedge Fund Was Up More Than 100 Percent For 2020

DG Value Continues Impressive Track Record 23% Return In 2020; likes this gaming stock

KG Investments Posts 12th Consecutive Year Of Profits

Carlson Capital on the best opportunities in 2021: Q4 letter

Seth Klarman On Making Use Of Market Inefficiencies To Find Bargains In Distressed Debt

Nomad Investment Partnership: Keep An Eye On The Unseen Risks

Blue Mountain Credit Fund still in the red YTD; here are their biggest holdings

Nomad Capital: Looking For Businesses That Want To Get Better Every Day

John Malone: Finding The Greatest Opportunities In The “Ambiguous Middle”

Hedge Fund Alpha’s January 2021 Hedge Fund Update: First Issue Now Published!

Hedge Fund Side Letter Study With Kevin Neubauer

Value Briefs

Michael Burry: Volatility Does Not Determine Risk

Alluvial Fund November 2020 Performance Update

Black Bear Value Fund November 2020 Performance Update

DG Value Partners Continues To Profit On Distressed Debt Recovery

This Top Short Seller Is Gun Shy After A Difficult Year

Jacobs Asset Management is clawing back losses; goes long LendingClub after shorting the stock