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Friday, June 14, 2013

Michael Price's Presentation at the London Value Investing Conference

Below please find a video recording of Michael Price's presentation at the London Value Investing Conference.  In the video he talks about his approach to investing.  He went on to recommend Peter Cundill's book There's Always Something to Do: The Peter Cundill Investment Approach.

He went on to talk about his investment process and how 2/3s of his portfolio consist of stuff trading below intrinsic value and the remaining 1/3 is comprised of special situations.

He then went on to talk about two ideas he is currently interested in: Hospira (HSP) and Hess (HES).  Hess is a representation of a special situation due to their ongoing proxy fight.

The presentation isn't too long and Michael Price is really a succinct thinker so I highly recommend watching watching the presentation in its entirety.


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