East Coast Asset Management Sees Heightened & Prolonged Inflation Ahead
By MarketFolly on Wed, 2011-07-20 10:00
(via www.marketfolly.com)
Christopher Begg is out with East Coast Asset Management's second quarter letter and in it takes a look at markets from a top-down perspective. While East Coast's investment principles are guided by value, they, like many other value investors such as David Einhorn (Greenlight Capital) have...
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