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    Value Investing Q4 2020 Letters & Reports

    Value Investing Q4 2020 Letters & Reports


    Q4 2020 Letters & Reports

    Posted: 12 Jan 2021 03:47 AM PST

    Investment Firm Date Posted
    Bill Miller January 12
    Bond Covenants, Bankruptcy Risk & Cost of Debt January 12
    Howard Marks Memo - Something of Value January 12
    Jeremy Grantham - Waiting for the Last Dance January 12
    JPMorgan Guide to the Markets January 12
    Newfound Research January 12
    Palm Valley January 12
    Ruffer January 12
    RV Capital January 12
    Saber Capital - End of Mean Reversion January 12
    Shadowfall Research - Network International Short Thesis January 12
    Shawspring Partners - A Framework for Understanding Optionality January 12
    Argosy Partners January 13
    Headwaters Capital January 13
    Vltava Fund January 13
    Wedgewood Partners January 13
    Culper Research - CleanSpark Short Thesis January 14
    Curreen Capital January 14
    JCapital Research - Bit Digital Short Thesis January 14
    MPE Capital January 14
    Pender Fund January 14
    Silver Ring Partners January 14
    Silver Ring Partners - Freshii Thesis January 14
    Upslope Capital January 14
    Aikya Funds January 17
    Bill Nygren Commentary January 17
    Blackstone 10 Surprises January 17
    Bronte Capital January 17
    Greystone Value January 17
    Hoisington Funds January 17
    Nomadic Value January 17
    Rondure Global Advisors January 17
    Spree Capital January 17
    Admiral Capital January 18
    Hirschmann Capital January 18
    Longriver Investments January 18
    NZS Capital January 18
    Permanent Equity January 18
    Cliff Asness January 19
    Forager Funds January 19
    Hosking Partners January 19
    Lindsell Train January 19
    Steel City Capital January 19
    Avory & Co January 21
    Citron Research - STEM January 21
    Distillate Capital January 21
    Donville Kent January 21
    Grizzly Research - DOYU Short Thesis January 21
    Tao Value January 21
    Viceroy Research - Tyro Short Thesis January 21
    Giverny Capital January 22
    Greenlight Capital January 22
    Massif Capital January 22
    Summers Value Partners January 22
    Alphyn Capital January 25
    Canterbury Tollgate January 25
    Cooper Investments January 25
    Farview Capital - CDON Presentation January 25
    Junto Investments January 25
    Kerrisdale Capital - PLUG Short Thesis January 25
    Laughing Water Capital January 25
    Rowan Street Capital January 25
    Sequoia Fund January 25
    Anabatic Investment Partners January 26
    Arquitos Capital January 26
    FAM Funds January 26
    JDP Capital January 26
    JPM Global Alternatives Outlook January 26
    Lyrical Asset Management January 26
    Muddy Waters Letter to S30 January 26
    Whitebrook Capital January 26
    White Oak Capital January 26
    Altafox Capital January 29
    Ensemble Capital January 29
    Horizon Kinetics January 29
    Sorfis Capital January 29
    1 Main Capital February 1
    Andaz February 1
    Crescat Capital February 1
    Greenhaven Road Capital February 1
    Maran Capital February 1
    Tollymore Partners February 1
    Alluvial Capital February 4
    Ark Invest - Big Ideas 2021 February 4
    Artko Capital February 4
    Bonsai Partners February 4
    Fairholme Funds February 4
    First Eagle Management February 4
    Macquarie Group February 4
    Polen Focus Growth February 4
    Polen Global Growth February 4
    Schroeders February 4
    Selcouth Capital February 4
    Tweedy Browne February 4
    Value Investor Insight February 4
    Vulcan Value Partners February 4
    Andvari February 5
    Avenir Capital February 5
    Bluehawk Advisors February 5
    Horos Capital February 5
    Kinsman Oak February 5
    Logica Capital February 5
    Longcast Advisors February 5
    Merion Road February 5
    Miller Funds - Deep Value February 5
    Miller Funds - Income Strategy February 5
    Miller Funds - Opportunity Equity February 5
    Mittleman Brothers February 5
    RGA Investment Advisors February 5
    Roubaix Capital February 5
    Saga Partners February 5
    Symmetry Invest February 5
    T11 Partners February 5
    Arisaig Partners February 8
    Bridgewater 2021 Outlook February 15
    Choice Equities February 15
    Coho Capital February 15
    Goehring & Rozencwajg February 15
    Greenwood Investors February 15
    Rhizome Partners February 15
    River Oak Capital February 15
    SRK Capital February 15
    Third Point Capital February 15
    Kerrisdale Capital - Long Thesis UP Fintech Holding February 16
    Snowcap Research - Bingo Industries Short Thesis February 16
    JCap Research - Nearmap Short Thesis February 17
    Wolfpack Research - Ehang Short Thesis February 17
    Bonitas Research - Short AgEagle Aerial February 23
    Greenhaven Road Partners Fund February 23
    Graham & Doddsville February 23
    Huffman Prairie February 23
    Pershing Square Annual Presentation February 23
    Semper Augustus February 23
    Worm Capital February 23
    Bireme Capital February 24
    Bonhoeffer Fund February 24
    Broyhill AM February 24
    Luca Capital February 24
    Altafox Capital on Pollard Banknote March 1
    Ashmore March 1
    Berkshire Hathaway March 1
    Bilgari Holdings March 1
    Conestoga Capital Advisors March 1
    Crescat Capital March 1
    Emeth Value March 1
    Goldman Sachs on SPACS March 1
    Martin Capital Management March 1
    XPEL Case Study March 1
    IP Capital March 4
    Interviews & Lectures Date Posted
    Interview with Rupal Bhansali, G. Staley Cates, Mario Gabelli, David Herro, Bill Miller, Daniel O'Keefe & John Rogers January 12
    Interview with Chuck Akre January 14
    Interview with Cliff Asness January 14
    Interview with Cliff Asness & Ken Griffin January 22
    Sam Zell February 8
    Stanley Druckenmiller February 10
    Howard Marks & Joel Greenblatt February 15
    Invest Like The Best - Jeremy Grantham February 24
    Charlie Munger DJCO Meeting March 1
    James Grant on Financial Bubbles March 1
    John Malone Interview March 1
    Fundsmith Annual Meeting March 4
    submitted by /u/Beren-
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    FT Alphaville’s Electric Vehicle Bubble Watch v6 ( live Google Sheet of all of the electric vehicle -- and related technology -- stocks)

    Posted: 06 Mar 2021 10:49 PM PST

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