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Thinking through Omicron risks, name by name, across the book
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Post-earnings musings on Hunter Douglas, Mobruk, and one new (mini) idea for the event book
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Some quick notes on Hunter Douglas post earnings
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More hijinks at Hunter Douglas
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Third letter to Independent Committee of the Board of Hunter Douglas N.V.
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Some further thoughts on Hunter Douglas
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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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Some updates across most of the book – and revisiting one old name in a new light
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