giofranchi Posted June 19, 2013 Posted June 19, 2013 Cheers! giofranchiMayer-ValueInvestingCongress-050613.pdf
WhoIsWarren Posted June 19, 2013 Posted June 19, 2013 Nice presentation. FCNCA is one of my holdings.....
bobp Posted June 19, 2013 Posted June 19, 2013 Thanks. Great presentation. I love it when ideas just make sense. The Mike Price presentation was the same way. He mentions Kennedy Wilson as an example. I've always been surprised it hasn't been discussed here, given the Fairfax involvement. I haven't felt knowledgeable enough to start the discussion, but I own the warrants.
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