Corsair Capital - 2012.04.24
Graham & Doddsville - Spring 2013
Columbia Business School's Pershing Square Challenge
Kerrisdale Capital Short Thesis on Sourcefire (FIRE)
GMO Capital Q1'13 Letter
Corvex Capital - Restoring the Health to Commonwealth - 2013.02.26
Prescient Point - CBI - 2014.06.17
Prescience Point - LKQ Corp - 2014.01.15
Barington Capital Group's Presentation on Darden
GMO Capital Q3 2013 Letter to Investors
Third Point Capital Q3 2013 Letter to Investors
Greenlight Capital Q3 2013 Letter
Greenlight Capital - 2014 Ira Sohn - ATHN Short
Greenlight Capital Q3 2012 Letter
Corvex Capital - The Case for Change now at CWH
Elliott Management - JNPR
GMO Capital Q4 2013 Letter
Pershing Square Capital - Robin Hood In Reverse