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, October 17, 2013
Corsair Capital Thesis on Newscorp (NWSA)
Corsair Capital is out with their Q3 letter to investors. In the letter they include their thesis on Newscorp. Hat tip to Marketfolly for posting.