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Arconic Arguments

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There’s a lot of bits and bytes spilled in the war between Elliott Associates (and those that favor their position) and the current board of Arconic.  I want to point out a few things, having held Alcoa since prior to the breakup, and added to my positions in both new Alcoa and Arconic post-breakup.Profitability will likely improve more if Elliott’s … Read entire story.

Source: The Aleph Blog

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