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I’m in Florence, Italy this week, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in...
Read MoreMultiple changes to the portfolio today (and next week). I will update the Current Recommendations page with new weightings once I’ve posted this blog entry. All weightings listed are...
Read MoreIt was a second weak quarter in a row for Sands. They missed on the revenue line ($3.22B vs estimate of $3.33B) and on the EPS line ($.54 vs...
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