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Intended Consequences
07/30/2009Ivory Capital's Curtis Macnguyen – with colleagues Neil Chudgar, Brad Lundy and Avery Son – describes why a true bull market is unlikely to be close at hand, the key risk factors to which he wants his portfolio to be immune, why he took a rare activist stance with Yahoo, and why he believes Vodafone, Goodyear, Loews and regional banks are mispriced.
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