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Finding Investment Treasures in International Markets

This is the letter we wrote to our clients in the first quarter of 2011.  It discusses the importance of international investing and our purchase of a UK retailer, Halfords PLC.  If you want to read a shorter version, I’ve turned it into an article that was published in the June issue of Institutional Investor, [...]

June 28, 2011 | Posted in Latest,Stock Analysis,Stock Analysis! | Read More »

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  • Capitalistic: Great article.
  • Mike Derbyshire: With respect to your last line – yes – anyone can make a mistake – however –...
  • jason klein: Good article. Your book rocks.
  • David: Vitaliy, As a firm that currently does not own AAPL for clients, I thought this was an excellent article....
  • goatwig: Great piece except the part about “short run stock movements are random and require no skill to...

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