Collection of Recent Investor Letters and Other Writings (new addition: Robert Hagstrom)
Here are some recent letters that you may find worthwhile:
- Chuck Akre: Akre Capital Management Q4 letter
- Christopher Begg, Ben Favazza: East Coast Q4 letter
- Bruce Berkowitz: Fairholme annual letter
- Sardar Biglari: 2009 Steak n Shake chairman's letter
- John Burbank: Writeup on gold investment thesis
- Kevin Byun: Denali Investors Q4 letter
- Carr, Coates and Phillips: Oak Value Fund Q4 letter
- McLane Cover: Mistral Capital Partners December letter
- David Einhorn: Greenlight Capital Q4 letter
- Ori Eyal: Emerging Value Capital Management letter
- Bill Gates:2010 Bill & Melinda Gates Foundation 2010 letter
- Jeremy Grantham: GMO Q4 letter
- Bill Gross: February commentary, "The Ring of Fire"
- Robert Hagstrom: "Who's afraid of a sideways market?"
- John Hussman: Latest weekly comment
- Tomas Jelf: Prologue Capital December 2009 letter
- Jonathan Lourie: Cheyne Capital 2010 newsletter
- Howard Marks: Latest memo, "Tell Me I'm Wrong"
- Angus Murray: 2010 market outlook for precious metals
- Richard Perry: 2009 annual letter
- Jay Petschek: Corsair Capital Q4 letter
- Eric Sprott: December letter, "Is it all just a ponzi scheme?"
- Whitney Tilson: T2 Partners annual letter
- Pruitt, Miller and Koster: Chanticleer Advisors annual letter