We will be sharing hedge fund investor letters, stocks pitched at investment conferences, and hedge fund manager TV interviews in this article. Instead of publishing multiple articles, we will be updating this article through the end of June.
Interviews
Chuck Akre Interview – “Three-Legged Stool”, Curiosity, Imagination, and Other Tricks of the Trade – June 27
Paul Tudor Jones Interview – Heading Into Recession With Gold Still Being Golden – June 18
Warren Buffett Interveiw – There Has Been No Better Bet Than America – June 10
Alan Patricof Interview – An Irrational Exuberance in Terms of the New IPO Market – June 4
Joel Greenblatt Interview – Value Investing Will Never Go Out of Favor – May 14
Activist Short Selling News
25 Biggest Activist Short Sellers in the Hedge Fund World – June 19
Investors Don’t Find Short Seller’s Claims Credible – June 19
Pareteum Corporation (TEUM) Responds to Short Seller Aurelius Value’s Accusations – June 10
Jumia’s Share Price Drops In the Aftermath of Citron Research’s Proclaiming It Fraud – May 11
Letters and Updates
Pershing Square’s Q1 2019 Investor Letter – May 24
Third Point 2019 Q1 investor letter -April 19
AQR Capital investor letter – April 17
BlueMountain investor letter – April 17
Starboard, Corvex, Praesidium, Engaged Capital stock pitches – April 16
Greenlight Capital 2019 Q1 investor letter – April 12
Light Street Capital’s Best Idea – April 12
Keith Meister (Corvex Capital) on CNBC – April 3
Warren Buffett Annual Letter – April 3
Prem Watsa Annual Letter – April 1
Tom Gayner Annual Letter – March 27
Bill Ackman (Pershing Square) Annual Letter – March 27
Global Return Asset Management – May Update – June 18
Global Return Asset Management – April Update – May 14
Alluvial Fund, LP – April Update – May 9
Wolf Hill Capital – May Update – May 9
Rhizome Partners’ Q1 2019 Investor Letter – June 23
Greenhaven Road Partners Fund’s Q1 2019 Investor Letter – May 27
Greenwood Investors’ Q1 2019 Investor Letter – May 16
Lightsail Capital Management’s Q1 2019 Investor Letter – May 16
Tollymore Investment Partners’ May 2019 Investor Letter – May 15
Choice Equities Capital Management’s Q1 2019 Investor Letter – May 14
Fundsmith’s 2018 Annual Letter – May 13
Brookfield Asset Management’s Q1 2019 Investor Letter – May 13
Rowan Street Capital’s Q1 2019 Investor Letter – May 13
The Vilas Fund’s Q1 2019 Investor Letter – May 12
Sound Shore Fund’s Q1 2019 Investor Letter – May 10
The Yale Endowment’s 2018 Annual Report – May 9
The Goodwood Funds’ 2018 Annual Report – May 9
Horos Asset Management’s Q1 2019 Investor Letter – May 8
Bradfield Investments’ Q1 2019 Investor Letter – May 8
Ashva Capital’s Q1 2019 Investor Letter – May 7
Farnam Street Investments’Q1 2019 Investor Letter – May 7
Old West Investment Management’s Q1 2019 Investor Letter – May 7
WCM Investment Management’s Portfolio Update (April 30, 2019) – May 6
Yacktman Asset Management’s Q1 2019 Investor Letter – May 6
Blue Hawk Investment Group’s Q1 2019 Investor Letter – May 6
Donville Kent Asset Management’s Q1 2019 Investor Letter – May 6
Appleseed Fund’s Q1 2019 Investor Letter – May 6
Alta Fox Capital Management’s Q1 2019 Investor Letter – May 6
Bonhoeffer Capital Management’s Q1 2019 Investor Letter – May 5
Horizon Kinetics’ Q1 2019 Market Commentary – April 30
Baron Partners Fund’s Q1 2019 Investor Letter – April 30
Trend Capital’s Q1 2019 Investor Letter – April 30
Evermore Global Advisors’ Q1 2019 Investor Letter – April 30
Midwood Capital Management’s Q1 2019 Investor Letter – April 30
Logos LP’s Q1 2019 Investor Letter – April 30
Greenhaven Road Capital’s Q1 2019 Investor Letter – April 29
Third Avenue Management’s Q1 2019 Investor Letter – April 29
Mott Capital 2019 Q1 Investor Letter – April 26
Firebird Management’s Q1 2019 Investor Letter – April 26
Gator Capital Management’s Q1 2019 Investor Letter – April 26
Artko Capital’s Q1 2019 Investor Letter – April 26
Longleaf Partners Fund’s Q1 2019 Investor Letter – April 26
Curreen Capital’s Q1 2019 Investor Letter – April 24
Saga Partners 2019 Q1 investor letter – April 24
GMO’s White Paper – Thinking Outside The Box – April 24
Templeton and Phillips Capital Management 2019 Q1 Commentary – April 24
Tao Value 2019 Q1 investor letter – April 24
Bridgewater Associates’s Research Report – Peak Profit Margins? A Global Perspective – April 24
Bridgewater Associates’ Research Report – Geographic Diversification Can Be a Lifesaver – April 24
Bridgewater Associates’s Research Report – Peak Profit Margins? – A US Perspective – April 24
Mohnish Pabrai 2019 Q1 investor letter – April 24
Arquitos Capital Management’s 2019 Q1 Investor Letter – April 24
Polen Capital 2019 Q1 Investor Letter, 2, 3 – April 23
Alluvial Capital Management 2019 Q1 Investor Letter – April 22
Laughing Water Capital Q1 2019 Investor Letter – April 22
Maran Capital Management 2019 Q1 investor letter – April 22
Horan Capital Advisers Spring 2019 Investor Letter – April 21
Perpetual Global Innovation Share Fund’s March 2019 Quarter Update – April 19
Bill Miller’s Investor Letter – April 19
Summers Value Partners 2019 Q1 investor letter – April 19
Upslope Capital 2019 Q1 letter – April 19
Crescat Capital 2019 Q1 letter – April 19
Black Bear Value Partners Q1 2019 Letter – April 19
Global Return Asset Management’s Q1 2019 Investor Letter – April 19
Massif Capital 2019 Q1 letter – April 17
Open Square 2019 Q1 investor letter – April 17
Long Cast Advisers Q1 2019 Investor Letter – April 16
Newbrook Capital Advisors’ Q1 2019 Investor Letter – April 15
Andvari Associates Q1 2019 Investor Letter – April 15
O’Shaughnessy Quarterly Investor Letter Q1 2019 – April 15
Cook & Bynum Capital Management’s 2018 Annual Investor Letter – April 15
Askeladden Capital’s Q1 2019 Investor Letter – April 11
Guggenheim Investments Q1 2019 Investor Letter – April 11
Sequoia Fund Q1 2019 Investor Letter – April 10
Chou Associates Management’s 2018 Annual Report – April 10
East 72’s 2019 Q1 letter – April 10
Wolf Hill Capital 2019 Q1 letter – April 10
Vltava Fund Q1 letter – April 5
