SFValue Posted June 17, 2013 Posted June 17, 2013 very informative http://www.marketfolly.com/2013/06/michael-prices-presentation-from-london.html
Kraven Posted June 17, 2013 Posted June 17, 2013 very informative http://www.marketfolly.com/2013/06/michael-prices-presentation-from-london.html Very nice plug for the Peter Cundill There's Always Something to Do book. I agree that it was a great book.
dcollon Posted June 17, 2013 Posted June 17, 2013 I always enjoy listening to Mr. Price. Thanks for sharing the video and I completely agree...great book.
Kraven Posted June 17, 2013 Posted June 17, 2013 I just finished watching this. I have to say of all these types of presentations I've seen, this was one of the best. A very interesting talk throughout. I was surprised to hear him raise some questions about BRK and speak about it in a critical manner (meaning in a reflective kind of way, not a disapproving way), especially in such a forum. The questions he raise are absolutely issues that exist, but are never discussed. He also speaks about his process, position sizing, selling, etc. All very interesting.
onyx1 Posted June 17, 2013 Posted June 17, 2013 Enjoyed the video thanks for posting. A great example of clear thinking. Price makes a complicated process seem simple.
giofranchi Posted June 18, 2013 Posted June 18, 2013 very informative http://www.marketfolly.com/2013/06/michael-prices-presentation-from-london.html Very nice plug for the Peter Cundill There's Always Something to Do book. I agree that it was a great book. I enjoyed that book too, very much! And thank you for posting the presentation: very informative indeed! :) giofranchi
tracer Posted June 18, 2013 Posted June 18, 2013 Did anyone read the book he recommended? If so, any interesting takeaways?
Liberty Posted June 18, 2013 Posted June 18, 2013 Did anyone read the book he recommended? If so, any interesting takeaways? I started a thread about it in the Books section a while ago, though nobody else commented :( http://www.cornerofberkshireandfairfax.ca/forum/books/there's-always-something-to-do-(peter-cundill)-christopher-risso-gill/ I can't say I remember it very clearly, but I found it good and enjoyable. I'm sure I'll re-read it at some point.
indythinker85 Posted June 18, 2013 Posted June 18, 2013 I would swear by anything Price says. However, I also read the book and really enjoyed it. Cundill would invest across the cap structure and in any place he found value. Was not a dry read either IMO.
nkp007 Posted June 18, 2013 Posted June 18, 2013 Did anyone read the book he recommended? If so, any interesting takeaways? I loved the speech so much I ordered the book on amazon. I'm sure it's going to be great.
Kraven Posted June 18, 2013 Posted June 18, 2013 Did anyone read the book he recommended? If so, any interesting takeaways? I loved the speech so much I ordered the book on amazon. I'm sure it's going to be great. It is. I've read it twice.
educatedidiot Posted May 16, 2017 Posted May 16, 2017 Michael Price's Q1 13-F: http://www.rocketfinancial.com/Holdings.aspx?id=3860&fC=1 He bought BANC and FTI and sold out of ARIA and ALSN among other transactions
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