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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Tuesday, October 21, 2014
Corvex Capital - Robin Hood Presentation
Keith Meister of Corvex Capital presented at the Robin Hood Investor Conference today. He presented a long idea on Crown Castle International (CCI) and why he thought it could be worth 25% to 60% above the recent price. Presentation is below. Enjoy: