On the Offensive

08/27/2010

Mason Hawkins, Staley Cates, Scott Cobb and Ken Siazon of Southeastern Asset Management describe what about the latest bear market was unique, the selling guideline they learned from John Templeton, why they see particular opportunity outside the U.S., and what they think the market is missing in Carrefour, Dell, Hochtief, Genting and Shanda.


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