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Letters
Commentary
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Ongoing Dialogue
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The Vertical Research note out this AM – discussing our $SEE report from yesterday - is interesting and, in our vie… https://t.co/GK5iAsUw5c
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We are currently short Sealed Air / $SEE – a deteriorating business, with notable red flags. In our view, investors… https://t.co/5mqOIYMocm
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Stunning chart - $OI https://t.co/jXk2UCzSFb
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RT @alpha_exposure: And for those of you wondering, the $EROS lawsuit was dismissed because criticizing stocks (even garbage ones like… https://t.co/B59VNDsvot