[UPDATED 10/17]!! Q2 2018 Hedge Fund Resource Center: Horseman, Balyasny,Mangrove, Loeb, Kiel, Lakewood, Gator, Omega, Pabri, Teton, Odey, TPG, Einhorn, BlueMountain, Chanos, Soma, Marcato, Nitorum And MUCH More

Username Password Remember me Lost your password? As a refrence (per wordpress revisions) in Q1 18 i updated  the page about 105 times or 1.1?x a day for 90 days so please bookmark and check back soon! As always we REALLY really appreciate letters and tips on hedge funds from our readers regardless of...

Hayden Capital 2Q18 Commentary

Hayden Capital commentary for the second quarter ended June 30, 2018. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...

Delivering Alpha 2018 Speech IN-DEPTH COVERAGE

Delivering Alpha 2018 speech transcripts of Ken Griffin, Howard Marks, Mary Callahan Erdoes, Samantha Greenberg, Jim Chanos, John Gray, David Rubenstein and Steve Bannon. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet,...

Micro Cap Deep Value Play With Lots Of NOLs

Excerpt from the Stanphyl Capital letter to investors for the month of May 2018  discussing their long position in one micro-cap play. Stanphyl was profiled in the second edition of HVS and has had some of the best picks among all the funds we have profiled with 200%+ returns...

David Einhorn Q2 FULL Letter: Another Brutal Quarter

David Einhorn's letter to investors follows below July 31, 2018 Dear Partner: We had another difficult quarter and lost an additional (5.4)%,1 bringing the Greenlight Capital funds’ (the “Partnerships”) year-to-date loss to (18.3)%. During the quarter, the S&P 500 index returned 3.4%, bringing its year-to-date return to 2.6%. Over the past three years,...

Dalio: No (Shooting) War With China (Yet)

Ray Dalio Context Today is the first day of the war with China. — Ray Dalio (@RayDalio) July 6, 2018 Latest update I got a few responses from my “Today is the first day of the war with China” post, asking if I thought it was an alarming thing to post. I didn’t think...

Crescat Has Big Gain From Yuan Devaluation

Crescat Capital July update to investors In our last quarterly letter, we showed five macro imbalances that were setting the Chinese yuan up for a substantial and imminent devaluation. Since then, our yuan devaluation theme has indeed started to play out again, like what began in 2015. Crescat’s hedge funds...

2018 Q1 Hedge Fund Resource – Horseman, CFA, Sohn, Ivey, Dane, Arquitos, Denali, Shortselling, ValueAct, Druck, Ackman, Loeb, Singer, Top Emerging Managers And More

  some updates also a few late additions to 2017 section   2016 letters For 2017 Q1 Q2 Q3 Small caps q4 Q4/FY/H2 2018 q2 2018  NOTE: The list is mostly in category and alphabetical order. While most funds listed below are hedge funds some are mutual funds or other (i.e. Berkshire Hathaway), some...

Two Micro Cap Deep Value Plays With Lots Of NOLs

Excerpt from the Stanphyl Capital letter to investors for the month of May 2018  discussing their long positions in two micro-cap plays. Stanphyl was profiled in the second edition of HVS and has had some of the best picks among all the funds we have profiled with 200%+ returns...

25th Anniversary of Financial Shenanigans with Howard Schilit

Financial Reporting & Analysis Edition - "25th Anniversary of Financial Shenanigans with Howard Schilit" from a recent CFA NY conference Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Also see our recent podcast with Howard here Immoral Corporate Culture Pay attention to corporate culture and...

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