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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Wednesday, October 3, 2012
Daniel Loeb's Third Point Capital Q3 2012 Letter
Attached please find Third Point Capital's Q3 2012 Letter to investors. In the letter they walk through their investment thesis on Murphy Oil (MUR) and AIG (AIG).
Third Point Capital - 2012.10.03