VII Bonus

08/07/2020

Baupost Group Q2 Letter; Time For Thinking; Horizon Kinetics Q2 Commentary; Capturing Cross-Selling Synergies in M&A; Hedge Fund Activists: Value Creators or Good Stock Pickers?; “A warning for investors right now”; “What if the dotcom boom and bust hadn’t happened?”; “Is a China-US “Rivalry Partnership” Possible?”


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