Mick McGuire on Cincinnati Bell, Corrections Corp & NCR Corp

(via www.marketfolly.com)

We're posting up notes from the Great Investors' Best Ideas Investment Symposium in Dallas and next up is Mick McGuire of Marcato Capital Management.  He focuses on companies with market caps between $1-5 billion and employs activism where needed.  He previously worked for Bill Ackman's...

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