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Here's Blue Tower Asset Management's Investment Thesis for Wesco International (WCC) [Yahoo! Finance]

WESCO International, Inc.  (WCC) 
Last wesco international, inc. earnings: 4/30 06:00 am Check Earnings Report
US:NYSE Investor Relations: wesco.investorroom.com
PDF A copy of the letter can be downloaded here . Blue Tower Asset Management's Global Value strategy returned 8.80% in Q3 (9.08% gross) driven by the strong performance of [Read more]