Page 1 . Unlike past letters, the placement of charts about the performance of our lines of business and our fortress balance sheet is different — they can be found in an appendix following this letter to peruse at your leisure. The letters are one of the best ways to conduct diligence on the fund. The letters provide an overview of the holdings and the thought process behind specific investments. Investors co-ordinating their actions on Reddit drove up the price of GameStop by as much as 2,400 per cent at its peak last month, leading to huge losses for funds betting against them. katie porter is the one to contact asap. Dear Partners… Our investor letters highlight key portfolio holdings, our current views on the market, and general musings that we think our partners may find interesting. On the menu today: GameStop’s rally, Andreessen Horowitz’s new media venture, Biden’s renminbi policy, and how Reddit rallies around stocks. Through these letters, we hope our investors have a better sense of how we think and … Most of this list was compiled by Reddit/r/SecurityAnalysis. ET Unlike Dear Investor: During the Fourth Quarter, Third Point returned +16.1% in the flagship Offshore Fund. Alpha Letter. Capitalist Exploits. ET First Published: Jan. 28, 2021 at 5:07 p.m. You put on your board pictures that represent what you like and are then given sugges-tions consistent with your posts. Fourth Quarter 2020 Investor Letter . The investor letters outline the fund’s top holdings as well as highlight a recent investment or a current holding. April 30, 2020 www.valueinvestorinsight.com Value Investor Insight discovery tool for people looking for ideas and inspiration for any number of things, from remodeling a room, to planning a wedding, to planning a vacation. Hardcore fundamental value investor. 55 Hudson Yards New York, NY 10001 thirdpoint.com 212.715.3880 . look how she grilled jp morgan in 2019. Instead, I am going to focus my comments in the rest of this letter on issues that relate to our current crisis. Neither of them is a professional investor, but they are both stock pickers and have family members who work in investment management. Brett Arends's ROI Opinion: An open letter to the GameStop army on Reddit Last Updated: Jan. 31, 2021 at 8:24 p.m. I write a weekly newsletter to 18,500 investors with a minimum of 2-3x ideas per month. Investor Letters. Before submitting their comment letters, Squires and Ablamsky both visited the SEC website, read up on the rule change and checked the details contained in the Reddit post. February 10, 2021 . These letters are from the top hedge funds and the most successful value investing firms in the world – learn about the stock market, the economy, the global geopolitical landscape, and investing strategies and philosophy from the very best in the business today. Capitalist Exploits isn't the least-expensive investment newsletter on the market, but we consider it to be the best. Former buyside analyst.