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3rd Quarter 2013 Letter to Investors

  • Writer: rmhbarnard
    rmhbarnard
  • Oct 14, 2013
  • 1 min read

The current year makes us want to host a sock-hop and party like it’s 1954. What is driving 2013’s returns, and where can we find bargains? We also call out a shift in the way employers provide health insurance that’s affected by one of our holdings. 








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