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Welcome to Hidden Value Stocks, Hedge Fund Alpha’s quarterly newsletter. Every quarter, we publish analysis on two stock picks from two top managers. The full newsletter is for subscribers only, but here you’ll find excerpts from each quarter’s issue, along with updates on ideas featured in previous issues of Hidden Value Stocks. In addition to two stock picks, we’ll also introduce you to the featured managers, providing an in-depth interview about their strategy, how that strategy has changed over the years, their background, how they got into asset management, and more. Subscribe to our Hidden Value Stocks newsletter for the complete deep dive on quarterly stock picks from leading managers.
March 2026 Crowding Report: Nvidia, Rolls-Royce, And TSMC Top the Long Book As Funds Re-Rate Energy
Mittleman Value Partners Commentary – 2025 Year-End & Q1 2026
BlackRock: Investor Appetite For Hedge Funds Is At Its Highest Level In Five Years [Survey]
Ben Graham Centre’s 2026 Value Investing Conference: Thomas Russo On “Capacity to Suffer” And The Three Layers Needed For It
Why Modern Fund Formation Is No Longer A Bottleneck
Grizzly Research Is Short Sinch AB
Ben Graham Centre’s 2026 Value Investing Conference: Sionna’s Kim Shannon – The 20-Year Inflationary Cycle Has Already Started
Ben Graham Centre’s 2026 Value Investing Conference: Orbis’ Skinner On Why AI Will Amplify Market Inefficiencies & 3 Stocks Which Could Benefit
Ben Graham Centre’s 2026 Value Investing Conference: Russo, Chou, Verdad, Shannon, Skinner & More
Ben Graham Centre
2026 International MBA Stock Picking Competition: Three Way Split Over This Small-Cap Boat Company
Markets & Macro
Fewer Rounds, Bigger Bets: What Q1 2026 Reveals About Where European Tech Capital Is Concentrating
Exclusive Insights
Greenlight Capital Scores 66% IRR on Lebanese Debt, Warns of Checkmark Recovery Trap in Uncertain Markets [Q1 2026]
Loeb Gains On GLP-1, Housing, And AI Short Bets; Details New Defense Stock [Q1 2026 Letter]
New Dubai Fund Recently Opened to Outside Capital Shares Strategy: Interview with Magellan’s Ahmed Omar
Greg Mondre Of Silver Lake Added These Three Funds and Coinbase Stock to His Foundation’s Holdings
Hedge Fund News
Hedge Fund Manager Up 109% In 2025 And 40% YTD Sees Gold At 50K In Next 8 Years
Why Keyrock’s Jonathan Shih Values Doing Your Own Homework and Free Optionality
Elm Ridge Capital Up 23% In Q1: Why Alts Have Their Faults

