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Roger Lace , President, Hamblin Watsa Investment Lecture


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Thanks for this, I really enjoyed it.  I haven't had the privilege of hearing John Lace speak before but it has only reinforced my faith in HWIC, grey hairs and a deep understanding of margin of safety is exactly what I am looking for in my largest position.  I think he also provides a little more color at the end about the hedges. 

 

It has probably been posted already but this is the doco on John Templeton that John Lace mentions

 

http://www.bloomberg.com/video/contrarian-a-documentary-about-john-templeton-aD8U03jnSs2BFr4IuxF~IQ.html

 

thanks again!

 

nwoodman

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