HEDGE FUND LETTERS Q4 2017
Not an endorsement of the letters. Please read our disclaimer. No endorsement of the hedge funds or the opinions and investments discussed in the letters. Not a recommendation of - or advertisement for - the below hedge funds (or any other investment products). Not investment advice.
Please note these letters are the intellectual property of their respective authors.
Graham & Doddsville Winter 2018
Leon Cooperman (ADT), Ruane, Cunnif, Goldfarb (GOOG, CACC), Vulcan Value (ORCL), Oasis on activism in Japan/China. Pitches: Staples 2025 bond, FLT, FDC.
Hedge Fund Letters
Artko Capital LP 4Q 2017 Partner Letter (JYNT, VLGEA, PRXIQ, SKY, HTM)
Corsair Capital 4Q 2017 Letter (CZR, VOYA)
Evermore Global Advisors 4Q 2017 Commentary (NLFSK.DK, 6425
Fundsmith 2017 Annual Letter (comments on ADP, PG, NSRGY, UN activist situations)
Goehring & Rozencwajg: 4Q 2017 Investor Letter (bullish oil, uranium)
Greenhaven Road Capital 4Q 2017 Investor Letter (YTRA, SVIN (Pink), BXC)
Greenlight Capital 4Q 2017 Letter (GM, BHF, CEIX/CNX, ESV, TWX, TWTR)
IBV Capital 4Q 2017 Letter (AGL Bermuda)
Laughing Water Capital 4Q 2017 Investor Letter (ADES, GHL, TR, FC)
Maran Capital Management 4Q 2017 Letter (SVIN (pink), CLAR, ATTO)
Mar Vista 4Q 2017 Investor Letter (XPO, KMX)
Pzena Investment Management Q4 2017 Commentary (industries facing disruption)
Saber Capital 2017 Letter (AAPL, TCEHY)
Upslope Capital Management 4Q 2017 Investor Letter (Investors "all-in", blockchain equities, CCK, BMS, SFER.IM, NXG.LN)
Wedgewood Partners 4Q 2017 Client Letter
(Market valuation, AAPL, CELG, KHC, PCLN, SLB/CLB, SCHW, V)