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Subject:  Re: HP lessons learned Date:  11/22/2012  3:03 PM
Author:  stillwater9999 Number:  12928 of 16841

It is also valuable to contrast HP with some of the smaller firms I have invested in

HP...uncertain strategy,shuffle of high profile managers, disastrous allocation of capital, negative shareholder returns

ARDNA,ATRI,BKE...well defined strategy,dedicated managers,large insider ownership,excellent capital allocation, large rewards to shareholders

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