Kyle Bass On Wall Street Week – On His Infamous Meeting With Bear Sterns In 2006

Kyle Bass On Wall Street Week On His Infamous Meeting With Bear Sterns In 2006 plus much more – see the full interview below

H/T Dataroma

Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis

Qualivian Investment PartnersQualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More