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One of the holdings I feel most excited about is S4 Capital. This young digital media placement company has a proven star manager as its founding leader. It is positioned in the right way at the right time in the right place and I expect triple digit returns on a 5-8 year outlook.
S4 Capital: A Twenty First Century Ad Network
S4 Capital is at its heart a remodeled version of the traditional agency.
Ad agencies often have the image of being creative powerhouses, but the business model relies on the creative for more mundane