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Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Ray Dalio: Have Power, Respect Power, And Use Power Wisely
George Soros – Top 10 Holdings Q12019
Kerrisdale – Tucows Inc. (TCX): Three Terrible Businesses In One
John Hempton: What Makes You Want To Own This Business In Ten Years?
Major Discrepancies In Hedge Fund Performance Reporting
Rare Quality Micro-Cap: LSI Industries, Inc. (LYTS) Long Thesis
How Long It Took Billionaires To Earn Their First $1 Million
Value Briefs
Dismiss MMT At Your Peril
Warren Buffett: It’s Just Very Very Tough To Know Precisely What Is Going On In a Financial Institution
Simon Lack: An In Depth Look At The US Pipeline Industry
Boyle Capital’s Brian Boyle And Erik Ritland On Concentrated Value Investing
Tesla will remind people of a Palm Pilot when compared to an iPhone—except I don’t remember Palm Pilots killing anyone
Kerrisdale Partners Adds 1.3% In May, Builds On Strong YTD Performance
Demographic Suicide Of Europe – What Does That Mean For Growth?
IMO 2020: The Big Shipping Shake-Up
Tokens To Alleviate Liquidity Issues? Private Equity Bullish On Blockchain
Testing The Fed’s Narrative With The Fed’s Data: QT Edition
Trump’s Trade War Is Paralyzing Business?

