Investor Letters
Southpoint Capital is long Twitter and Carvana, and short the S&P and railroads
DG Value Partners is winning big with gambling stocks
Alibaba And Amazon Help Maverick Capital Bounce Back In Q3
Alta Fox Opportunities Fund 3Q20 Commentary
Half Moon Capital Profits From WFH Trend In Q3; Details New In-Depth Short Thesis
Rowan Street Capital 3Q20 Performance Update
Voss Capital is long Nintendo, Avid and Extreme Networks despite “Software bubble”
Roubaix Capital Outperforms With Small-Cap Stocks; here are their favorites
Steve Cohen alum up 22% YTD explains why you should ignore those old market adages
David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)
Seth Klarman: Value Investing in a Turbulent Environment [1997-2001]
This event-driven hedge fund was all about SPACs in Q3
Carlson Capital’s Black Diamond Arbitrage Fund Finds Opportunity In Covid Market
This long-only fund sees African stocks as “cheap”
Chris Bloomstran: Disney’s Myriad Of Capital Allocation Options
This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery
Trident Fund LP September 2020 Performance Update
This Tiger Cub giant is investing in SpaceX, Robinhood and many other private companies
