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, November 10, 2011
East Coast Asset Management Q3 2011 Letter
East Coast Asset Management is out with their Q3 2011 Letter (hat tip to Marketfolly for posting).
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