Hedge Fund Letters | Snippet Finance

Q2 letters from prominent hedge funds were out early August.
Three always worth reading:
Einhorn’s Greenlight Capital Q2 Letter – discussing his long inflation bet, Wirecard fraud and Tesla.
Loeb’s Third Point Capital Q2 Letter – where he discusses adjusting his process/strategy towards more quality compounders – with rationale for recent purchases (BABA, JD, AMZN etc) supporting this.
Klarman’s Baupost Group Q2 Letter – where he discusses his eight impacts of the pandemic on the future.