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, May 5, 2014
Jim Grant at Ira Sohn
Jim Grant was at Ira Sohn today saying he was long Gazprom at 2.5x forward earnings. Good things happen to cheap stocks.