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The September edition of our Best Ideas Newsletter is now...
Value investors at Jana have made a big bet on Outerwall.
Netflix remains one of the most overpriced stocks on the...
Disney remains laser-focused on Star Wars franchise.
No need to panic. We were expecting a difficult...
Image Source: Anna & Michal. We made a few...
This holiday season may have marked the beginning of the...
We believe Apple's shares have valuation upside, but as...
This isn’t ‘new’ news, but we trust...
Let’s talk a little more about perspective.
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