hey KitKat...I think those were the only two he talked about specifically, and he dismissed Ekornes and said of those two he only bought Vodafone. I like his writing, but he doesn't divulge everything about how he's positioned (I surely wouldn't either, and love what he is kind enough to write about), but thought it might give some ideas about where to look.This looks like the whole article, if I remember correctly. Probably what you already saw.http://www.institutionalinvestor.com/blogarticle/3163661/fin...Best..kevin
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