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Wednesday, July 20, 2011

Notes recent from Paulson & Co Investor Call

Below please find a copy or a recent set of notes taken during a Paulson & Co conference call. According to Business Insider Paulson & Co is down 20.9% YTD. In the notes he discusses what is driving the underperformance (Sino Forrest, Financials, etc.). Talks about underperformance of gold miners despite gold being up YTD and also gives some color on the housing market and why Transocean (RIG) and Hewlett Packard (HPQ) are undervalued.


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