Corsair Capital's Thesis on Acacia Research (ACTG): Q4 Letter

(via www.marketfolly.com)

Jay Petschek and Steve Major's hedge fund Corsair Capital is out with its Q4 2012 letter to investors.  In it, they provide an investment thesis write-up on one of their core picks: Acacia Research (ACTG).

Updates on Portfolio Holdings

They also provide brief updates on some of their...

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