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Long on $COH, $BBBY, $GES, $AAPL & $ORCL. Building a position on a small tech company. Will disclose once done. All looked very attractive. Oct 22, 2014
$ISRG: Long. Very attractive at these levels for long term investors. Virtually no competition, extremely high barriers of entry, high ROIC. Apr 23, 2014
$TRLG: Acquired for $32, right in the middle of my Private party valuation. May 10, 2013
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