Distinctions With a Difference

10/30/2009

Paul Tanico and Ellen Adams of CastleRock Management explain what they're looking for in a “low-growth, excess-capacity environment,” the unique discipline they put in place after a difficult 2002, three short themes they're currently pursuing, and what they think the market is missing in Equinix, Yahoo, Gap, Warner Chilcott and Syniverse.


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