Some highlights from this letter:
- describes the redemption model that they use to prevent short term redemptions that happen during market crashes
- some good descriptions of philosophy even though I have no opinion of most of their picks
Whitney Tilson August Shareholder Letter
http://feedproxy.google.com/~r/valuewalk/tNbc/~3/bSXZWE66Z4o/
Sent from Read It Later.
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