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Catching up on Mobruk post 4Q earnings, and some position housekeeping
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Some updates across most of the book – and revisiting one old name in a new light
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Open Letter to the Independent Committee of the Board of Hunter Douglas N.V.
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A Golden Age of Event-Driven Investing? (pt 3)
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A Golden Age of Event-Driven Investing? (pt 2)
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A Golden Age of Event-Driven Investing? (pt 1)
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Think Childcare post-mortem; and a small, juicy follow-up trade
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Update on Harbor Diversified
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Update on reopening name #4: mammoth cost-cutting sets up huge asymmetry in a post-vaccine world
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