*Last updated on 16 July 2019
Greetings investors, and welcome to the Q2 2019 list of hedge fund letters and reports! Learn from the top investors on Wall Street, gain insights into the economy and financial markets, and know what to expect for the rest of the year.
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.
Most of this list was compiled by Reddit/r/SecurityAnalysis. If you have any more hedge fund letters or reports – especially ones with a value investing focus – please send them my way! I’ll keep this list updated every week as more hedge fund letters are sent in.
For past hedge fund letters and reports, be sure to check out the full Vintage Value Investing archive of Hedge Fund Letters.
Now get to reading!
|Investment Firm||Date Posted|
|KKR Midyear Macro Report||July 1|
|Oaktree Capital Insights – Real Estate Cycle||July 1|
|Third Point Capital Sony Letter||July 1|
|Third Point Capital Sony Presentation||July 1|
|Askeladden Capital||July 2|
|OSAM – The Earnings Mirage||July 2|
|Stanphyl Capital||July 2|
|Kerrisdale Capital – Tucows Short Thesis||July 3|
|PE Ratio – A Users Manual||July 3|
|Vltava Fund||July 4|
|Absolute Return Partners||July 9|
|Sequoia Fund Investor Day||July 9|
|Sequoia Fund||July 9|
|Merion Road||July 9|
|Tollymore Partners||July 10|
|Ewing Morris||July 12|
|MPE Capital||July 12|
|Spree Capital||July 12|
|Wedgewood Partners||July 14|
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Source: Vintage Value Investing