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, April 22, 2014
Barry Rosenstein the head of JANA on CNBC
Barry Rosenstein the head of JANA was on CNBC today talking about activist investing and his recent stake in Walgreen's (WAG). He thinks WAG has a lot of value levers to pull.
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