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4th Quarter 2013 Letter to Investors

  • Writer: rmhbarnard
    rmhbarnard
  • Jan 15, 2014
  • 1 min read

The past 12 months gave us the best returns since the 1990s tech boom. We consider whether the market has stretched beyond its means as was the case back then, and we discuss some recent areas that have drawn our interest. 








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