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Thursday, January 6, 2011

T2 Partners 2010 Annual Letter

Here is T2 Partners 2010 Annual Letter. I must admit I am fairly impressed with T2 on this. This letter is probably the best disclosure on a portfolio I have ever seen. They do a great job discussing each of their positions in detail and even provide links to past presentations (if available) on each position.

Hats off to T2 on this.

T2 Partners - 1-4-11