Education | Special Situations

Latest 2Q23 Hedge Fund, Mutual Fund, and Research Firm Letters Across Hundreds of Managers

Latest investor letter updates for 2Q23! We have been sharing insights on investor letters and returns since 2021: There is a lot to...

Three Benjamin Graham Net-Nets Trading at 40-50% Below Gross Cash (Analysis); Hard Catalysts

Not Financial Advice: We have now have shared three (3) net-nets that have performed well over the last couple weeks. Two have potential...

Inflation's Impact on Financial Assets

U.S. CPI expectations accelerated dramatically over the last 12 weeks and the impact on the U.S. treasury curve has been a shock to long...