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marketfolly.com's
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marketfolly.com's
marketfolly.com's
Rolls Royce Mind the Gap
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TCI Letter to Safran Chairman 2017-02-14
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Sequoia Fund Transcript 2015
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Starboard Value LP AAP Presentation 09.30.15
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David Einhorn's Greenlight Capital Q3 Letter
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Hayden Capital Zooplus Thesis
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