From the letters of Greenlight Capital (David Einhorn), Alluvial Fund (Dave Waters), Arquitos Capital (Steven Kiel), David Poppe (Giverny Capital), and Michael Melby (Gate City Capital)
Excellent breakdown of Q1 letters—particularly liked the contrast between Einhorn's cautious bearish stance and Waters’ opportunistic microcap plays. The detail on Brighthouse, CNR, and the real estate pivots (like Peakstone and CBL) gives a great snapshot of where deep value managers are hunting today.
Excellent breakdown of Q1 letters—particularly liked the contrast between Einhorn's cautious bearish stance and Waters’ opportunistic microcap plays. The detail on Brighthouse, CNR, and the real estate pivots (like Peakstone and CBL) gives a great snapshot of where deep value managers are hunting today.