orbis's 1/4ly report to dec 31 2009 is up on their site
vpg is not mentioned in the transcript
none the less, i found it an interesting read
about contrarian investment & how some analyist's
reccomendations should be interperated
http://www.orbisfunds.com.au/reports/SMEF-QuarterlyReport2009Q4.pdf
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orbis's 1/4ly report to dec 31 2009 is up on their sitevpg is...
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