This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, October 18, 2011
Bernard Horn of Polaris Capital Management's presentation from the VIC
Below please find Brenard Horn's presentation from the Value Investing Congress. Hat tip to Marketfolly for finding it as well as posting notes of the event, they can be found here.