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keiyu

keiyu
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  • My bid for Berkshire (BRK.A, BRK.B) would be about 20% lower than the current price, says Michael Price in an outstanding presentation on the process of value investing. GE has 1K tax lawyers figuring out taxes in 100 different countries, says Price, but Berkshire (also operating in 100 countries) has 20 people in the entire home office ... "I don't know how that works?" Unlike a lot of large companies, Berkshire gives little light on its pension liabilities. "There are lots of questions that will come up in the next 5 years there." The video also sheds a good deal more color on two Price longs: Hospira (HSP) and Hess (HES). [View news story]
    What was the name of book he recommended in his presentation?
    Thanks.
    Jun 16 01:10 PM | Likes Like |Link to Comment
  • Does Bruce Berkowitz's Sears Math Add Up? Do Your Own Diligence [View article]
    Thanks Adam. Great article.
    Jan 29 10:30 AM | Likes Like |Link to Comment
  • Sears Is Selling Underperforming Stores ... Not [View article]
    there must be so many things we don't know about SHLD, but bruce berkowitz knows...
    Feb 26 04:15 AM | Likes Like |Link to Comment
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