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Lakewood’s Bozza Gets Very Specific About Some Shorts
The hedge fund manager details why he thinks food processors Hormel and Tyson are overvalued.
It is extremely rare that hedge fund managers discuss in their quarterly letters specific companies they are currently shorting. So, it is refreshing and instructive to read about the latest negative bets from Anthony Bozza, who founded $3.5 billion Lakewood Capital Management in 2007. In his first-quarter letter, Bozza discussed in great
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