Absolute Return Partners | Letter | 2022-10-04 00:00:00 | Q3 | 2022 | | Link |
Bridgewater Associates | Letter | 2022-10-04 00:00:00 | Q3 | 2022 | | Link |
Oaktree Capital Q3 Roundup | Letter | 2022-10-04 00:00:00 | Q3 | 2022 | | Link |
East72 | Letter | 2022-10-08 00:00:00 | Q3 | 2022 | MANU | Link |
JPM Guide to the Markets | Letter | 2022-10-08 00:00:00 | Q3 | 2022 | | Link |
Rightail Capital | Letter | 2022-10-08 00:00:00 | Q3 | 2022 | CSU | Link |
Vltava Fund | Letter | 2022-10-08 00:00:00 | Q3 | 2022 | ATD, BRK, BMW, CVS, JPM, LMT, MKL | Link |
GMO | Letter | 2022-10-10 00:00:00 | Q3 | 2022 | | Link |
Iceberg Research - Quantum Computing | Letter | 2022-10-10 00:00:00 | Q3 | 2022 | QUBT | Link |
Palm Valley Capital | Letter | 2022-10-10 00:00:00 | Q3 | 2022 | KELYA, MAN, SNN, SSRM | Link |
Pangolin | Letter | 2022-10-10 00:00:00 | Q3 | 2022 | | Link |
Viceroy Research - Truecaller | Letter | 2022-10-10 00:00:00 | Q3 | 2022 | 1 | Link |
Michael Mauboussin - Return on Invested Capital | Letter | 2022-10-11 00:00:00 | Q3 | 2022 | | Link |
Carlyle - The Pit and The Pendulum | Letter | 2022-10-12 00:00:00 | Q3 | 2022 | | Link |
Rowan Street | Letter | 2022-10-12 00:00:00 | Q3 | 2022 | | Link |
Claret Management | Letter | 2022-10-13 00:00:00 | Q3 | 2022 | LSPD, CARE, FOOD, BYND, PTON | Link |
Akre Focus Fund | Letter | 2022-10-17 00:00:00 | Q3 | 2022 | | Link |
Blue Orca Capital - Envia Short Thesis | Letter | 2022-10-17 00:00:00 | Q3 | 2022 | EVA | Link |
Merion Road | Letter | 2022-10-17 00:00:00 | Q3 | 2022 | | Link |
Newfound Research | Letter | 2022-10-17 00:00:00 | Q3 | 2022 | | Link |
Spruce Point Capital - MGP Ingredients Short Thesis | Letter | 2022-10-17 00:00:00 | Q3 | 2022 | MGPI | Link |
Tweedy Browne | Letter | 2022-10-18 00:00:00 | Q3 | 2022 | | Link |
Andvari Associates | Letter | 2022-10-19 00:00:00 | Q3 | 2022 | | Link |
Ensemble Capital | Letter | 2022-10-19 00:00:00 | Q3 | 2022 | | Link |
Hindenburg Research - Established Labs | Letter | 2022-10-19 00:00:00 | Q3 | 2022 | ESTA | Link |
Starboard Value | Letter | 2022-10-19 00:00:00 | Q3 | 2022 | WIX, CRM, SPLK | Link |
Third Point Capital | Letter | 2022-10-19 00:00:00 | Q3 | 2022 | DIS, PCG | Link |
Tourlite | Letter | 2022-10-19 00:00:00 | Q3 | 2022 | VRRM, PRM | Link |
Cedar Creek | Letter | 2022-10-24 00:00:00 | Q3 | 2022 | CZBS, MFBP | Link |
Giverny Capital | Letter | 2022-10-24 00:00:00 | Q3 | 2022 | KMX, META | Link |
Greenlight Capital | Letter | 2022-10-24 00:00:00 | Q3 | 2022 | AAWW, CEIX, GRBK, TWTR | Link |
Horizon Kinetics | Letter | 2022-10-24 00:00:00 | Q3 | 2022 | | Link |
Massif Capital | Letter | 2022-10-24 00:00:00 | Q3 | 2022 | | Link |
Wedgewood Partners | Letter | 2022-10-24 00:00:00 | Q3 | 2022 | | Link |
Weitz | Letter | 2022-10-24 00:00:00 | Q3 | 2022 | | Link |
Whitebrook Capital | Letter | 2022-10-24 00:00:00 | Q3 | 2022 | BOX | Link |
Altimeter to Meta | Letter | 2022-10-25 00:00:00 | Q3 | 2022 | | Link |
Bronte Capital | Letter | 2022-10-25 00:00:00 | Q3 | 2022 | | Link |
Upslope Capital | Letter | 2022-10-25 00:00:00 | Q3 | 2022 | | Link |
Coatue - Fintech | Letter | 2022-10-26 00:00:00 | Q3 | 2022 | | Link |
Matt Levine - The Crypto Story | Letter | 2022-10-26 00:00:00 | Q3 | 2022 | | Link |
Tidefall Capital | Letter | 2022-10-26 00:00:00 | Q3 | 2022 | | Link |
Miller Opportunity Fund | Letter | 2022-10-27 00:00:00 | Q3 | 2022 | | Link |
Worm Capital | Letter | 2022-10-27 00:00:00 | Q3 | 2022 | | Link |
Nordstern Capital | Letter | 2022-10-31 00:00:00 | Q3 | 2022 | EMBRAC, GLEN, ASTL | Link |
O'Keefe Stevens | Letter | 2022-10-31 00:00:00 | Q3 | 2022 | LAZ, SRG, BEN | Link |
Praetorian Capital | Letter | 2022-10-31 00:00:00 | Q3 | 2022 | | Link |
Beowulf - Follow the Money | Letter | 2022-10-31 00:00:00 | Q3 | 2022 | | Link |
FPA Crescent | Letter | 2022-11-01 00:00:00 | Q3 | 2022 | | Link |
Maran Capital | Letter | 2022-11-01 00:00:00 | Q3 | 2022 | | Link |
Oaktree Capital - Credit | Letter | 2022-11-01 00:00:00 | Q3 | 2022 | | Link |
First Eagle Investments | Letter | 2022-11-02 00:00:00 | Q3 | 2022 | | Link |
Long Cast Advisors | Letter | 2022-11-02 00:00:00 | Q3 | 2022 | | Link |
Bireme Capital | Letter | 2022-11-04 00:00:00 | Q3 | 2022 | | Link |
Howard Marks on Private Credit | Interviews | 2022-10-04 00:00:00 | Q3 | 2022 | | Link |
Stanley Druckenmiller | Interviews | 2022-10-04 00:00:00 | Q3 | 2022 | | Link |
Bill Ackman | Interviews | 2022-10-12 00:00:00 | Q3 | 2022 | | Link |
David Einhorn | Interviews | 2022-10-12 00:00:00 | Q3 | 2022 | | Link |
Stanley Druckenmiller | Interviews | 2022-10-12 00:00:00 | Q3 | 2022 | | Link |
Guggenheim Partners - Bond Market Overview | Interviews | 2022-10-17 00:00:00 | Q3 | 2022 | | Link |
Interview with Jim Chanos | Interviews | 2022-10-31 00:00:00 | Q3 | 2022 | | Link |