East Coast on Transformation Investments: Union Pacific, Colfax & WABCO (Q4 Letter)

(via www.marketfolly.com)

Christopher Begg's East Coast Asset Management is out with their Q4 letter.  Last time, we highlighted their letter on investment process and this time around, they focus on examples of 'transformations' that they invest in.

East Coast defines transformations as businesses that often have...

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