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RV Capital 2026 Annual Gathering Afterglow
Multi-Strat Hedge Funds Return 23% In 2025
Commentaries
Dan Loeb Goes Long SK Square, Quebecor And Somnigroup Q4 2025 As He Warns AI Is Changing Moat Perceptions: Investor Letter
Reid Hoffman’s $1B Foundation: These Venture Capital Funds and Early-stage Companies That Dominate His Portfolio
Peter Thiel’s Foundation Directed Its $45 Million Portfolio Into Many Companies Focused Innovation
GA Courtenay Fund Starts 2026 with 4.0% Gain After Moderate 2025 Returns; Favorite Stocks Include Kraken Robotics & EchoStar
Japan Investment Corporation’s “Go Global” Strategy: Bringing Japanese Innovation To The World
Leon Cooperman’s $600M Foundation Bets On Crypto, Cannabis And Chamath
Commentaries
Praetorian Capital Q4 2025 Commentary
Markets & Macro
Banks Retreat, Private Credit Advances: Asia Pacific’s Quiet Lending Revolution
How Hedge Funds Navigated January’s Calendar-Driven Market Amid Risk-On Momentum
Kernow Up 7% In January 2026; Opens New Short As “Frog Boiling Accounting Discovered”
Atherean Value Fund Q4 2025 Commentary
Taking A Deep Dive Into BlackRock’s Recommendation To Boost Hedge Fund Allocations
RPD Fortress Fund – January 2026 Letter
Warren Buffett-Linked Foundations Have Over $5B In AUM With $500M In Amazon & Some Nvidia; These Are All Their Stocks And Bonds
In Search Of Distressed Opportunities In Structured Credit: In-Depth Interview With Deer Park Road Founders
Sorfis 2025 Letter: AI Capex Exceeds Manhattan Project, Apollo & Public Works Combined (GDP-Adjusted)

