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Passport to Profit
08/31/2008Passport Capital's John Burbank, Jim Cunningham and Laurance Narbut describe the global themes supporting their specific stock selections, why they think U.S.-focused value investors are in for trouble, why they tend to be late sellers, and where they see unrecognized value in Riversdale Mining, Petrobank, EFG-Hermes and Raffles Education.
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