Bedlam

TheBramble

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Somebody (from KPMG) sent me this pdf. I have no association with the either KPMG or Bedlam.

I found this interesting even if a little too fundamental for my taste. The real clincher to read to the end was the style of writing. Immensely enjoyable.

The company's site has an "article of the week" which contains links to a few more of these analyses (though not this one strangely).
 

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  • bedlam asset management food.pdf
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