Follow up on $PPG $GGC arb and $XRTX activism

(via www.whopperinvestments.com)

No big posts today, as I’m doing a bit of travelling.  First, I wanted to highlight this activist letter to XRTX. I’ve seen the work of the activist (Baker Street) in several other investments, and I can assure you they’re excellent. Well worth the read. Second, a follow up to the...

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