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.