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Hitting for Average
04/30/2008James Vanasek and Donnell Noone of VN Capital Management explain what it means to be “guerrilla” investors, what sage advice they recently received from their firm's original backer, how investing is like sports, and why they see mispriced value in Industrias Bachoco, Wabash National, Schweitzer-Maudit, Escalade and Big Rock Brewery.
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