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Longleaf Presentation - Compounding Money In A Fully Priced Environment

Dear Superinvestor Bulletin Follower,

I'm pleased to share with you the Longleaf Partners Q3 2017 investor presentation slides which can be accessed through the link below:

Longleaf Investor Slides - Compounding Money In A Fully Priced Environment

Longleaf raises many of the same concerns that I have been writing about for months.  The firm also identifies a few places where they are finding value.


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