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Month: May 2021
Just a couple of great borrowed ideas
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Some further thoughts on Hunter Douglas
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The latest on Card Factory and re-opening name 4)
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Follow-up Letter to Independent Committee of the Board of Hunter Douglas N.V.
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Post-earnings thoughts on Mobruk, Betterware; and an update on Hunter-Douglas
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Further update on Mobruk
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Pressing the UK re-opening bet with two new names (part one)
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Some more updates and positioning changes
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