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Jeremy Raper - Credit Focused Equity

The Business Brew

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How Larry Colbone's Air Cap Depreciation Schedules Are Aggressive

Angus MacKinnon: The deal seems like a, I don't know, it's just not the opportunity cost wise. We actually think we're getting these assets. There's a billion or whatever, two billion of hidden value," says MacKinnon. "I got all hot under the collar and shadowed all over the deal on Twitter"

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