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Graham & Doddsville Fall 2014

Kerrisdale Capital - GSAT - 2014.10.06 (Presentation)

Prescient Point - CBI - 2014.06.17

Greenlight Capital - 2014 Ira Sohn - ATHN Short

Glenview Capital - HUM, WLP, & MON - 2015.05.05

Pershing Square - 2014 Ira Sohn - FNMA and FMCC

Graham & Doddsville - Issue 21 - Spring 2014

BID - Third Point - 2014.04.15

Corvex Capital - The Case for Change now at CWH

Graham & Doddsville - Issue 20 - Winter 2014

Elliott Management - JNPR

GMO Capital Q4 2013 Letter

Prescience Point - LKQ Corp - 2014.01.15

Barington Capital Group's Presentation on Darden

Pershing Square Capital - Robin Hood In Reverse

GMO Capital Q3 2013 Letter to Investors

Third Point Capital Q3 2013 Letter to Investors

Greenlight Capital Q3 2013 Letter

Graham & Doddsville - Issue 19 - Fall 2013

Pershing Square Capital Q3 2013 Letter

Graham & Doddsville - Spring 2013

Columbia Business School's Pershing Square Challenge

Kerrisdale Capital Short Thesis on Sourcefire (FIRE)

GMO Capital Q1'13 Letter

Third Point Capital - Q1 2013 Letter

Corvex Capital - Restoring the Health to Commonwealth - 2013.02.26

GMO Capital Q4 2012 Letter

Graham & Doddsville Winter 2013

Greenlight Capital Q3 2012 Letter

Fairholme - SHLD Case Study - 2012.08.17

Corsair Capital - 2012.04.24

Bloomberg Markets Magazine the Worlds 100 Richest Hedge Funds February 2011