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April 19, 2015

13F: FAIRHOLME

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April 17, 2015

Carry and Trend

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April 16, 2015

An All Time Great

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April 12, 2015

13F: ESL/RBS

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April 5, 2015

13F: COBALT

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April 1, 2015

CAP Values

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April 1, 2015

CAP Values

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March 29, 2015

13F: EMINENCE

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March 21, 2015

Third Point and Greenlight

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March 18, 2015

4% Taxes

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March 10, 2015

This Market in 97 Percentile

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March 5, 2015

The Last Dictator in Europe

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March 1, 2015

50

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February 28, 2015

Yale Update

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February 23, 2015

13F Time

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