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, May 7, 2014
Larry Robbins and Glenview Capital's presentation from 2014 Ira Sohn
Larry Robbins presented at the recent Ira Sohn conference in New York. He is long on HUM, WLP, and MON. Below please find his slide deck.