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Tilson on Financials (BAC),(LEH), (CFC), (BRK.A), (FFH)

Someone is going to be really wrong here, there is big money on both sides.

Discussed Bank of America (BAC), Lehman (LEH), Countrywide (CFC), Berkshire Hathaway (BRK.A), Fairfax Financial (FFH)

Disclosure (“none” means no position):None

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