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, November 6, 2012
Corvex Management's presentation on ADT
Hat tip to Marketfolly for posting Corvex Management's presentation on ADT that they gave at the Ira Sohn West conference a few weeks back.