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Everything at a Price
02/28/2011Jon Jacobson of Highfields Capital describes how “a certain paranoia” informs his investing strategy, the repeatable process he employs to analyze energy firms, how his hedging strategy has evolved, which primary macro concern he's focused on in the U.S., and why he sees unrecognized value in DirecTV, CVS Caremark, SLM Corp. and Vodafone.
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