you are right, the link doesn't work now; the person who wrote the doc, a relly good insight IMO is Chris DeMuth Jr.
"
"It's not given to human beings to have such talent that they can just know everything about everything all the time. But it is given to human beings who work hard at it - who look and sift the world for a misplaced bet - that they can occasionally find one."
- Charlie Munger
I look and sift the world for such misplaced bets. When I occasionally find one, I first exploit it for profit on behalf of investors at Rangeley Capital. Then, I write about it for anyone else interested in such ideas. "
______________________________________
{ See http://seekingalpha.com/author/chris-demuth-jr }
I don't know why he disabled the link
I hope he enables it again or at least gives you a copy of the "Myrexis (MYRX) Investment Thesis" if you contact him...
resterner@rangeleycapital.com
Best Regards
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