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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Friday, January 17, 2014
Greenwood Investors Thesis on Fiat
Greenwood Investors came out with a video thesis on why they are long Fiat. This is the first time (other than a Bill Ackman webcast) that I have seen video really used as a medium to get an investing thesis out. Enjoy: