Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Open Square Capital leverages a contrarian barbell strategy, warning of an unsustainable AI bubble while actively backing deeply discounted, cash-generating turnarounds in OXY and Peloton.
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Open Square Capital leverages a contrarian barbell strategy, warning of an unsustainable AI bubble while actively backing deeply discounted, cash-generating turnarounds in OXY and Peloton.
CDT is raising cash and sounding the alarm on extreme AI valuations and declining corporate insider activity, warning that today's market risks resemble the peak of the Dot Com Bubble.
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CDT is raising cash and sounding the alarm on extreme AI valuations and declining corporate insider activity, warning that today's market risks resemble the peak of the Dot Com Bubble.
Nixon Capital warns of unsustainable market euphoria and capital spending in artificial intelligence, drawing parallels to the 2021 SaaS bubble, while positioning its own fundamentally sound, value-oriented portfolio to withstand potential market corrections.
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Nixon Capital warns of unsustainable market euphoria and capital spending in artificial intelligence, drawing parallels to the 2021 SaaS bubble, while positioning its own fundamentally sound, value-oriented portfolio to withstand potential market corrections.
