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• December 28, 2018
• Finding Alpha

Another look at the Low Cost Building Blocks of Storage

• October 22, 2012
• Finding Alpha

On the value of Users, Hard Drives and Batteries

• June 11, 2012
• Finding Alpha

Is Western Digital an Ideal Acquisition Target?

• October 30, 2012
• Finding Alpha

Buying glass and other problems with interventions

• August 28, 2012
• Finding Alpha