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Rabish

 
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  • Rabish
    $ISRG: Long. Very attractive at these levels for long term investors. Virtually no competition, extremely high barriers of entry, high ROIC.
    Apr 23, 5:56 PM
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      • Rabish
        $TRLG: Acquired for $32, right in the middle of my Private party valuation.
        5/10/13
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          • Rabish
            TRLG: Board decides to terminate CEO.
            3/1/13
            Reply (1)
            • Bob de'Long: $TRLG Seems to be several new ex-CEOs. Still too few.
              3/1/13
              • Rabish
                Looks like EZPW is gaining traction and our SA EZPW expert, Alan Brochstein is into it again. We never got out despite the turbulent 2011.
                1/3/13
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                  • Rabish
                    BBBY seems undervalued at 55-56. Will try to raise funds to start a position. They should start a dividend to get wider support.
                    1/3/13
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                      • Rabish
                        TEVA looks very good here if you have 3-5 years time horizon.
                        12/31/12
                        Reply (1)
                        • madpup: Agree, I bought today.
                          12/31/12
                          • Rabish
                            Long $TEVA. Down because no short term catalyst. Demographic trends, cost savings for consumers & Teva's economies of scale all favorable.
                            12/18/12
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                              • Rabish
                                New long position in QLGC. Looked very attractive.
                                10/20/12
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                                  • Rabish
                                    One of my long time favorite TRLG, I believe is trading at 'start accumulation phase' price level.
                                    7/25/12
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                                      • Rabish
                                        I like Twin Disc (twin) here. Growth of their products is directly proportional to wealth creation in emerging markets.
                                        7/20/12
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