East Coast Asset Q3 letter

[Evolveus]

Here is East Coast's Q3 letter.  I have always enjoyed Begg's writing style and his ability to draw investment insight from seemingly unrelated areas.

 

http://moneyinstereo.blogspot.com/2012/10/east-coast-asset-management-q3-letter.html

[Guest hellsten]

Thanks. Very inspirational story about a seagull at the end  :D