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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Monday, January 27, 2014
Corsair Capital Thesis on Alere
Corsair Capital is out with an appendix to their annual letter describing their thesis in one of their positions - Alere (ALR). They think its worth $70 to $80 versus a recent close of $39.