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Every quarter, FinMasters curates an archive of quarterly hedge fund letters from all over the web.

These letters are from the top hedge funds and the most successful investment 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.

Many of the letters are sourced from Reddit/r/SecurityAnalysis but also include other sources. If you have any more hedge fund letters or reports – especially ones with a value investing focus – please send them here.

Enjoy the archive!

2024 Hedge Fund Letters

Q3 2024 Hedge Fund Letters
Investment Firm Date Posted
Kerrisdale Capital – Short Thesis on Oklo November 20
Fairlight Capital November 20
Atai Capital November 20
Salt Light Capital November 19
Desert Lion November 15