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Through the Haze
02/28/2018Sam Shapiro, Michael McCarthy, Louis Shapiro and Harry Shapiro of Shapiro Capital describe their “Willie Sutton” approach to targeting ideas, the extra insight they look for from portfolio-company management, what their Plan B is if a stock isn’t working, and why they see unrecognized value in Axalta, FireEye, Lions Gate Entertainment and Caesars.
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