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Equifax Investment Thesis
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October 4, 2017
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Time Warner Research Notes
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October 20, 2015
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Moats, Whales, Sharks & Remoras
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September 18, 2015
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Time Warner Thesis
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January 31, 2015
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Kennedy Wilson Thesis
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April 30, 2014
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Cedar Fair Thesis
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June 30, 2013
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Hospira Thesis
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May 31, 2013
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Coach Thesis
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March 31, 2013
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