Table of Contents Special Situations Kyushu Railway Co Ord Liberty Media Corp CI C Siriusxm Papa John’s Intl Inc Small Caps Andina Acquisition Corp Ii Com Techtarget [...]
Some say humanity is making progress, and that civilization is becoming more “civilized” Optimists would point to the global political focus on human rights and the slow [...]
1999 vs. 2018: The Similarities Stock Market Overvaluation Current US stock market more overvalued than at any time period over the past 100 years except for 1999 Growth [...]
In 1Q18, generated 1.28%, net of fees, vs. -0.76% return for the S&P 500 During the quarter, added four new investments, trimmed several holdings and exited two [...]
“Today is the oldest you’ve ever been, and the youngest you’ll ever be again” – Eleanor Roosevelt Greenlight Capital returned -13.6% in the first quarter of 2018, [...]
Jamie Dinan, York Capital Story of his life: he thought of it like an “option” where the two most relevant factors are volatility and time; did investment banking, then [...]
Performance The first thing we would like to say about 2017 is we are happy it is over. It was one of the most frustrating years of our career as we felt we were very well [...]
Kerrisdale Capital 1Q17 Letter Performance/Review: Up 4.3% for the quarter vs. 6.1% for S&P 500 and 3.0% for Barclay Hedge Fund Index Since inception, Kerrisdale is up [...]