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New idea
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Fleshing out The Works investment case post FY results
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A few more deep thoughts on Amerigo
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A Golden Age of Event-Driven Investing? (pt 4)
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Re-testing the reopening thesis
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Some quick notes across the book
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Catching up on a re-opening name
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One more juicy re-opening trade for the book
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Updates on UK re-opening name 2); Haier; and a few event trades
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