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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Wednesday, April 23, 2014
Pershing Square Presentation on Allergan
Following the big news of Bill Ackman's fund Pershing Square taking a stake in Allergan (AGN) Pershing has produced their customary lengthy slide presentation.