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Third Point's 2011 Letter: Rationale for Owning UniCredit, Skyworks, Abercrombie & More

By MarketFolly on Wed, 2012-03-14 15:00
(via www.marketfolly.com)

Dan Loeb's $8.9 billion hedge fund firm Third Point is out with its year-end 2011 letter. They see the bullish ramp up of 2012 continuing but are obviously still doing work on the short side as well. Third Point writes,

"The start of this year has created one especially welcome dynamic: a fall...

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Anahin on Mon, 2012-03-19 01:08
Title: SWKS and ANF

A complete Graham analysis for the above stocks (Ben Graham was the mentor of Warren Buffett and the pioneer of value investing):
http://www.anahin.net/stock/us/SWKS
http://www.anahin.net/stock/us/ANF