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David Einhorn Has Rough Quarter Despite Gains On Wirecard Short (Q2 2020 Letter)
Li Lu’s Four Basic Principles of Value Investing
Avenir Capital 2Q20 Commentary
Value Briefs
How Sony Is Fueling the Computer Vision Boom
The Three Most Important Words In Investing
Gautam Baid: Equity Investing Is Like Growing A Bamboo Tree
Bronte Amalthea Fund 2Q20 Commentary
Identiv Inc (INVE) Long Thesis From Rubicon Capital Group [In-Depth]]
Arquitos Capital Management 2Q20 Commentary
Euclidean 2Q20 Letter: Quantifying Margin of Safety
Lakewood details three short theses in new investor letter
Alluvial Fund 2Q20 Commentary: Top Microcap Value Positions
Symmetry Invest A/S 2Q20 Commentary “The all weather portfolio”
BlackRock’s Fink Sold $24 Million of Stock as Insider Sales Rise
Farnam Street July 2020 Commentary: Deep Risk
Saber Capital Management: A Stock Picker’s Market
This top hedge fund still expects value investing to outperform again
First Wilshire: Speculators Are “Having Too Much Fun”
