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
Larry Robbins at Ira Sohn
Larry Robbins of Glenview Capital Management presented at Ira Sohn today. He was long on Humana and Well Point and Monsanto.