Evolveus Posted September 4, 2011 Share Posted September 4, 2011 Longleaf Partners Panel Discussion from July 25th. They talk specifically about Dell, LMT, the impact of the macro picture on their strategy, and a couple of other current high conviction ideas. I love that they put these on their website as MP3's now. http://www.longleafpartners.com/news/SFL_commentary_72511.cfm Link to comment Share on other sites More sharing options...
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