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Tweedy Browne Funds Q4 2025 Commentary
Standard BioTools (LAB): A Cash-Rich Stub Where The Market Implies The Operating Business Is Worth Less Than Zero
Hedge Fund News
Hedge Funds Double Down on Big Tech While Abandoning Former Favorites; Big Bets On Unexpected Healthcare Stock – Q4 2025 13F Roundup
Hansa: The Discount Is The Product – And The Board Still Isn’t Sized To Close It
Prime Capital’s Blue Chip Up 11% In 2025 With Zero Beta; AUM Nears $2B
Commentaries
Alaamry Global Capital Annual Shareholder Letter 2025
Hedge Funds Look Poised to Tap into the Paradox Across the Investment Landscape: Interview With Evanston Capital
Hedge Fund News
Guy Spier To Shut Down Hedge Fund Amid Health Issues; Converts To $500 Million Family Office
Upbound Group (UPBD): Buy The Platform, Sell The Stores – An Activist Value-Realisation Playbook
Hedge Fund Crowding Clusters In Tech, Industrials, Financials – Hazeltree
The Goldman Sachs Foundation Made These New Fund Investments in 2024
Black Bear Is Short “AI Wanna-Be’s”, BNPL, Private Credit And Legacy Data Centers: 2025 Letter
EOS Behind The Hype: Unmasking The Dark Reality Of The Mysterious Korean Contract
Derivative Path And CloudMargin Announce Strategic Partnership To Deliver Integrated Derivatives And Collateral Management Solution For Market Participants
Multi-Strat Hedge Funds Return 23% In 2025
$115 Billion In One Year: Top 20 Hedge Fund Managers Earn As Much As Bottom 9% Of US Households
Centerbridge’s Jeffrey Aronson’s $220 Million Foundation Invests in These Funds
Commentaries
Dan Loeb Goes Long SK Square, Quebecor And Somnigroup Q4 2025 As He Warns AI Is Changing Moat Perceptions: Investor Letter

