Fund Letters – Q3, 2022

Fund NameType (Letter or Interviews)Posted DateQuarterYearCompaniesLink
Absolute Return PartnersLetter2022-10-04 00:00:00Q32022Link
Bridgewater AssociatesLetter2022-10-04 00:00:00Q32022Link
Oaktree Capital Q3 RoundupLetter2022-10-04 00:00:00Q32022Link
East72Letter2022-10-08 00:00:00Q32022MANULink
JPM Guide to the MarketsLetter2022-10-08 00:00:00Q32022Link
Rightail CapitalLetter2022-10-08 00:00:00Q32022CSULink
Vltava FundLetter2022-10-08 00:00:00Q32022ATD, BRK, BMW, CVS, JPM, LMT, MKLLink
GMOLetter2022-10-10 00:00:00Q32022Link
Iceberg Research - Quantum ComputingLetter2022-10-10 00:00:00Q32022QUBTLink
Palm Valley CapitalLetter2022-10-10 00:00:00Q32022KELYA, MAN, SNN, SSRMLink
PangolinLetter2022-10-10 00:00:00Q32022Link
Viceroy Research - TruecallerLetter2022-10-10 00:00:00Q320221Link
Michael Mauboussin - Return on Invested CapitalLetter2022-10-11 00:00:00Q32022Link
Carlyle - The Pit and The PendulumLetter2022-10-12 00:00:00Q32022Link
Rowan StreetLetter2022-10-12 00:00:00Q32022Link
Claret ManagementLetter2022-10-13 00:00:00Q32022LSPD, CARE, FOOD, BYND, PTONLink
Akre Focus FundLetter2022-10-17 00:00:00Q32022Link
Blue Orca Capital - Envia Short ThesisLetter2022-10-17 00:00:00Q32022EVALink
Merion RoadLetter2022-10-17 00:00:00Q32022Link
Newfound ResearchLetter2022-10-17 00:00:00Q32022Link
Spruce Point Capital - MGP Ingredients Short ThesisLetter2022-10-17 00:00:00Q32022MGPILink
Tweedy BrowneLetter2022-10-18 00:00:00Q32022Link
Andvari AssociatesLetter2022-10-19 00:00:00Q32022Link
Ensemble CapitalLetter2022-10-19 00:00:00Q32022Link
Hindenburg Research - Established LabsLetter2022-10-19 00:00:00Q32022ESTALink
Starboard ValueLetter2022-10-19 00:00:00Q32022WIX, CRM, SPLKLink
Third Point CapitalLetter2022-10-19 00:00:00Q32022DIS, PCGLink
TourliteLetter2022-10-19 00:00:00Q32022VRRM, PRMLink
Cedar CreekLetter2022-10-24 00:00:00Q32022CZBS, MFBPLink
Giverny CapitalLetter2022-10-24 00:00:00Q32022KMX, METALink
Greenlight CapitalLetter2022-10-24 00:00:00Q32022AAWW, CEIX, GRBK, TWTRLink
Horizon KineticsLetter2022-10-24 00:00:00Q32022Link
Massif CapitalLetter2022-10-24 00:00:00Q32022Link
Wedgewood PartnersLetter2022-10-24 00:00:00Q32022Link
WeitzLetter2022-10-24 00:00:00Q32022Link
Whitebrook CapitalLetter2022-10-24 00:00:00Q32022BOXLink
Altimeter to MetaLetter2022-10-25 00:00:00Q32022Link
Bronte CapitalLetter2022-10-25 00:00:00Q32022Link
Upslope CapitalLetter2022-10-25 00:00:00Q32022Link
Coatue - FintechLetter2022-10-26 00:00:00Q32022Link
Matt Levine - The Crypto StoryLetter2022-10-26 00:00:00Q32022Link
Tidefall CapitalLetter2022-10-26 00:00:00Q32022Link
Miller Opportunity FundLetter2022-10-27 00:00:00Q32022Link
Worm CapitalLetter2022-10-27 00:00:00Q32022Link
Nordstern CapitalLetter2022-10-31 00:00:00Q32022EMBRAC, GLEN, ASTLLink
O'Keefe StevensLetter2022-10-31 00:00:00Q32022LAZ, SRG, BENLink
Praetorian CapitalLetter2022-10-31 00:00:00Q32022Link
Beowulf - Follow the MoneyLetter2022-10-31 00:00:00Q32022Link
FPA CrescentLetter2022-11-01 00:00:00Q32022Link
Maran CapitalLetter2022-11-01 00:00:00Q32022Link
Oaktree Capital - CreditLetter2022-11-01 00:00:00Q32022Link
First Eagle InvestmentsLetter2022-11-02 00:00:00Q32022Link
Long Cast AdvisorsLetter2022-11-02 00:00:00Q32022Link
Bireme CapitalLetter2022-11-04 00:00:00Q32022Link
Howard Marks on Private CreditInterviews2022-10-04 00:00:00Q32022Link
Stanley DruckenmillerInterviews2022-10-04 00:00:00Q32022Link
Bill AckmanInterviews2022-10-12 00:00:00Q32022Link
David EinhornInterviews2022-10-12 00:00:00Q32022Link
Stanley DruckenmillerInterviews2022-10-12 00:00:00Q32022Link
Guggenheim Partners - Bond Market OverviewInterviews2022-10-17 00:00:00Q32022Link
Interview with Jim ChanosInterviews2022-10-31 00:00:00Q32022Link