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#HCI looks very expensive at a P/B ratio of 2.6. Is that a reasonable valuation when Berkshire Hathaway #BRK.A sells for a P/B ratio of 1.5? Mar 18, 2015
#letstakeonblackrockandpimco Mar 5, 2015
$DXM very interesting move in Dex Media. Tempting valuation. At this moment, I am long $DXM Feb 9, 2015
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