NormR Posted August 12, 2010 Share Posted August 12, 2010 I don't know if this speech from 6/1/2010 has been linked before ... https://ryecast.ryerson.ca/12/watch/561.aspx Prem starts at about the 28 min mark. Link to comment Share on other sites More sharing options...
Myth465 Posted August 12, 2010 Share Posted August 12, 2010 Thanks alot Link to comment Share on other sites More sharing options...
Eric50 Posted August 12, 2010 Share Posted August 12, 2010 Thanks. This is a very interesting video. Well worth watching. Link to comment Share on other sites More sharing options...
Guest longinvestor Posted September 3, 2010 Share Posted September 3, 2010 Really good! Thanks. The highlight for me was Prem's answer to a question from someone who (like a lot of people) believed that "it was different" in the 20's versus now.....meaning lots of technology, innovation now etc. which makes it different! Prem points out that the introduction of autos, radio, telegraphs etc in the 20's was unprecedented innovation as well. The benefits of those innovations continue even today! Who knows what the internet will be like in 50-100 years? Before watching this something that was gnawing my insides was the seemingly different views of the future held be WEB and PW. Prem clearly shares WEB's view that "10 years out" things will be OK in NA. All of his caution is directed to the next 10 years! This has consistently been Prem/ FFH's investment horizon, especially the hedging strategies. WEB is 10+. My gut feels OK again. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now