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Wednesday, August 1, 2012

Third Point Capital Q2 2012 Letter

Below please find Dan Loeb's and Third Point Capital's Q2 2012 letter. In the letter they continue to highlight the uncertain macro environment as well as their disapointment with President Obama. They then go on to talk about their position in Yahoo!, Delphi, and Progres Energy Resources.

Enjoy.
Dan Loeb Q2

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