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Old 05-02-2008, 07:04 AM
joshuat joshuat is offline
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Mason Hawkins Speech

Here are some pretty useful notes from a Mason Hawkins speech. It definitely fits in with my method of investing, though I don't share his view of oil and gas companies (in this environment).

Vale tudo investing: Mason Hawkins Speech

Also, this Francis Chou speech gives some good recommendations on valuing retailers.
Vale tudo investing: Francis Chou Speech notes
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