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Alpine Twins in Valuation Only

Summary: We’ve had a lot of back & forth with our friends and investors about the VW diesel scandal and the implications for the auto industry. As it happens, we have an engineer that specializes in cooling and controlling NOx…

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Renault (RNO FP): Leveraged Scale

Please click here to read the full report, for the speed readers, we’ve summarized our research in this one page. In a Nutshell: Throughout the European crisis, traders have ascribed a negative value to Renault’s underlying business, after backing out…

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