Founder and CEO of Pershing Square Capital Management. Runs a concentrated portfolio of eight to twelve equity positions, frequently engagin…
Investors
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CA
Co-founder and Managing Principal of AQR Capital Management. Bridges academic finance and applied investing — the AQR Perspectives blog mixe…
Co-Chair of Oaktree Capital Management. His memos — published irregularly since 1990 — have shaped how a generation of investors thinks abou…
JG
Co-founder of GMO and its long-term investment strategist. Writes the firm's quarterly letter — a wide-angle survey of asset-class valuation…
MP
Founder of Pabrai Investment Funds in the US and Pabrai Wagons in India. Practitioner of the Buffett-Munger school applied at small-fund sca…
Chairman of Berkshire Hathaway. Six decades of compounding capital through wholly-owned operating businesses and a concentrated public-equit…
Bridgewater Associates; macro and risk-parity strategies founded by Ray Dalio; Daily Observations research letter is paid-only, public-facin…
Chairman of Icahn Enterprises; activist via 13D filings; periodic shareholder letters from IEP cover both the activist portfolio and the hol…
DL
Founder and CEO of Third Point; activist investor; quarterly partnership letters publish through the offshore investor vehicle.
DE
Founder of Greenlight Capital; long-short value investing; quarterly partnership letters and frequent Sohn Conference appearances.
Fairfax Financial Holdings; Prem Watsa's insurance-and-value-investing platform; annual letter walks through both underwriting performance a…
LL
US
Founder of Himalaya Capital Management; value investing across US and Asian equities; Charlie Munger's investment manager; sparse public tal…
Lone Pine Capital; growth-oriented long-short founded by Stephen Mandel; commentary surfaces primarily through 13F position changes.
MB
Chairman of Boyar Value Group; deep-value research with a 50-year track record; quarterly + year-end client letters co-authored with Jonatha…
MA
US
Markel Corporation; insurance-with-investment-engine in the Berkshire mold; annual shareholder letter from Tom Gayner covers both the underw…
MH
Founder of Southeastern Asset Management; Longleaf Partners value funds; quarterly commentaries across US, International, and Global strateg…
MB
Founder of Scion Asset Management; contrarian short-bias commentary surfaces through 13F filings and sparse social posts.
PC
Polen Capital; quality-growth equity manager; quarterly commentaries across US Focus Growth, Global Growth, and International Growth strateg…
SF
Sequoia Fund (Ruane, Cunniff & Goldfarb); concentrated long-only equity in the value-investing tradition since 1970; quarterly + year-end le…
SK
Founder of Baupost Group; distressed and value investing; author of 'Margin of Safety'. Public commentary is sparse — primarily speeches and…
Founder of Duquesne Family Office; macro investor with a four-decade record of compounded returns; commentary lives in long-form interviews…
TG
Tiger Global Management; growth and technology investing across public and private markets; commentary is primarily inferred from 13F positi…