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T2 Partners Annual Letter - Discussion of Each of His 15 Long Positions

In his annual letter, Whitney Tilson discusses BRK.A, BRK.B, IRDM, NFLX, STX, HHC, CIT, DLIA, MSFT, JCP, MGIC, JEF, DELL, SNDK, KFT, BUD, ADP, SATS, WFC, GGP, BP.


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