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Tuesday, July 16, 2013

Whitney Tilson's Kase Capital Q2 2013 Letter to Investors

Whitney Tilson is out with his Q2 2012 letter to investors. For the year his fund, Kase Capital, is up 8.7% vs the S&P 500's rise of 13.8% and 15.2% for the Dow. In the rather lengthy letter he rehashes his logic for a couple of their main positions: AIG, Berkshire Hathaway, Delia's, Hertz, InterOil, Spark Networks, etc. Enjoy:

Kase Capital Fund Ltr to Investors-Q2 13 Whitney Tilson

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