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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Thursday, October 20, 2011
David Einhorn's Presentation on GMCR
Attached please find David Einhorn's detailed presentation on Green Mountain Coffee Roasters (GMCR) from the Value Investing Congress. Hat tip to Marketfolly for doing a great job covering the event.