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Michael Price recent presentation


SFValue

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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.

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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.

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  • 3 years later...

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