Fund Letters Archive

Curated List of Quarterly Hedge Fund Letters

Jcap Research – Short Thesis on INOD

Nov 08

1 Main Capital

Nov 04

Gator Capital

Nov 04

Horizon Kinetics

Nov 04

Maran Capital

Nov 04

Greystone

Nov 01

Puneet Gandhi

Nov 01

Sohra Peak

Nov 01

Massif Capital

Oct 30

Bonitas Research – Byrna Technologies

Oct 29

Boyar

Oct 29

Goldman Sachs

Oct 29

LVS Advisory

Oct 29

Curreen Capital

Oct 24

Howard Marks Memo

Oct 24

Vltava Fund

Oct 24

Upslope

Oct 23

Whitebrook Capital

Oct 23

Marlton Partners

Oct 09

Headwaters Capital

Oct 08

JDP Capital

Oct 08

Citron Research – Geo Group

Oct 04

Hunterbrook Capital – CAVA Group

Oct 04

Culper Research – Kaspi

Sep 24

Lazard – Geopolitics of Supply Chains

Sep 24

Goldman Sachs – Rate Cuts

Sep 23

Bonsai Partners

Sep 17

Donville Kent

Sep 16

Emeth Value

Sep 16

Goehring & Rozencwajg

Sep 16

Laughing Water Capital

Sep 16

River Oaks

Sep 16

Bonhoeffer Capital

Sep 12

Desert Lion Capital

Sep 12

Salt Light Capital

Sep 12

Hayden Capital

Sep 11

Heller House

Sep 10

Rowan Street

Sep 10

Fairlight Capital

Sep 03

Hindenburg Research – Super Micro

Sep 02

Hindenburg Research – iLearningEngines

Sep 02

Kerrisdale Capital

Aug 28

Atai Capital

Aug 26

Howard Marks Memo – Mr Market Miscalculates

Aug 26

Lux Capital

Aug 26

Silver Ring Partners

Aug 26

Third Point Capital

Aug 26

Alluvial Capital

Aug 22

Aoris

Aug 22

Greenlight Partners

Aug 22

Pershing Square

Aug 21

Desert Lion

Aug 16

Silverbeech

Aug 16

Spruce Point – Short Thesis on Zebra Technologies

Aug 16

Gator Capital

Aug 08

Greenwood Investors

Aug 08

Hirschmann Capital

Aug 08

Kathmandu Capital

Aug 08

Longcast Advisors

Aug 08

Maran Capital

Aug 08

Palm Harbour Capital

Aug 08

Praetorian Capital

Aug 08

Sohra Peak Capital Partners

Aug 08

Bridgewater Associates

Aug 01

Bronte Capital

Aug 01

Curreen Capital

Aug 01

Deepsail Capital

Aug 01

East72

Aug 01

Giverny Capital

Aug 01

Greystone Capital

Aug 01

Horizon Kinetics

Aug 01

Plural Investing

Aug 01

Brasada

Jul 24

Howard Marks Memo

Jul 24

LVS Advisory

Jul 24

Legacy Ridge

Jul 24

Massif Capital

Jul 24

OffWallStreet

Jul 24

O’Keefe Stevens

Jul 24

TGV Partners Fund

Jul 24

Ensemble Capital

Jul 17

Warden Capital

Jul 17

Bill Nygren

Jul 16

Colebrooke Partners

Jul 16

Merion Road Capital

Jul 16

Miller Value Partners

Jul 16

Upslope Capital

Jul 16

Wedgewood Partners

Jul 16

Akre Focus

Jul 15

Black Bear Value Partners

Jul 15

Culper Research – Short on Iris Energy

Jul 15

Ganes Value Fund

Jul 15

Headwaters Capital

Jul 15

Palm Valley

Jul 15

Puneet Gandhi

Jul 15

Sandbrook Partners

Jul 15

Symmetry

Jul 15

Desert Lion

Jul 10

Right Tail Capital

Jul 10

Kerrisdale Capital – Riot Platforms

Jun 05

Bonitas Research – Cibus Inc

Jun 04

Hindenburg Research – Axos

Jun 04

Michael Mauboussin – Stock Market Concentration

Jun 04

Bonhoeffer Fund

Jun 03

Viceroy Research – Globe Life

Jun 03

Elliot Letter to Texas Instruments

May 31

Sohra Peak Capital

May 31

Lindsell Train

May 23

JCap Research – Biote Corp

May 20

Silver Beech Capital

May 17

Silver Ring Partners

May 16

Bronte Capital

May 13

Gator Financial Partners

May 13

Salt Light Capital

May 08

Berkshire Hathaway

May 07

Greystone Capital

May 07

Horizon Kinetics

May 07

Immersion Investments

May 07

Merion Road

May 07

Rowan Street Capital

May 07

Third Avenue Funds

May 07

Third Point Capital

May 07

Alluvial Capital

Apr 29

Deep Sail Capital

Apr 29

Desert Lion

Apr 29

Greenhaven Road Capital

Apr 29

Greenlight Capital

Apr 29

Maran Capital

Apr 29

O’Keefe Stevens

Apr 28

Curreen Capital

Apr 22

Howard Marks Memo – Indispensability of Risk

Apr 22

Hurdle Rate

Apr 22

LVS Advisory

Apr 22

Laughing Water Capital

Apr 22

Longcast Advisors

Apr 22

Pernas

Apr 22

Vltava Fund

Apr 22

Kathmandu Capital

Apr 15

Crossingbridge Funds

Apr 14

Akre Focus Fund

Apr 13

East72 Trust

Apr 13

Ensemble Capital

Apr 13

Jamie Dimon

Apr 13

Miller Income Strategy

Apr 13

Off Wallstreet

Apr 13

Palm Valley

Apr 13

Right Tail Capital

Apr 13

Sandbrook Capital

Apr 13

Wedgewood Partners

Apr 13

Whitebrook Capital

Apr 13

Headwaters Capital

Apr 08

Jcap Research – AXT Inc

Apr 08

Oakmark Funds

Apr 08

Warden Capital

Apr 08

Greatest Investors Compilations

Everything Warren Buffett

Partnership letters, Berkshire Hathaway letters, annual meeting transcripts, memos, and articles.

Berkshire Annual Meetings

Berkshire Hathaway annual meeting transcripts starting from 1994.

Everything Charlie Munger

Annual letters from Blue Chip Stamps, Wesco, and Daily Journal, as well as articles and talks.

Benjamin Graham

Partnership letters and articles.

Walter Schloss

Compilation of articles by Walter Schloss.

Li Lu

Compilation of books, talks, and interviews by Li Lu.

Nick Sleep

Compilation of Nomad Investment Partnership Letters to Partners from 2001 to 2014.

Peter Lynch

Peter Lynch's investing articles for Worth Magazine from 1993 to 1999.

Constellation Software

Letters from Mark Leonard and written Q&A for Constellation Software.

Amazon

Compilation of Amazon's letters to shareholders.

Alphabet (Google)

Compilation of Google's letters to shareholders.

Jamie Dimon

Compilation of letters, annual reports, and investor day presentations related to Jamie Dimon.

John Maynard Keynes

Compilation of National Mutual Life Assurance letters.

Exor

Compilation of letters related to John Elkann and Exor.

Markel

Compilation of letters related to Markel and Tom Gayner as well as interspersed meeting notes.

Fairfax

Compilation of letters and annual reports for Fairfax, Fairfax India, and Fairfax Africa.