Myth465 Posted April 28, 2011 Share Posted April 28, 2011 http://www.bengrahaminvesting.ca/Resources/Video_Presentations/Guest_Speakers/2011/Rooney_2011.htm Mr. Richard Rooney, CFA, Burgundy Asset Management Ltd., Toronto, Ontario March 10, 2011 read speaker biography see PowerPoint presentation - http://www.bengrahaminvesting.ca/Resources/Video_Presentations/PPT/Rooney_2011.pdf Interesting power point. Link to comment Share on other sites More sharing options...
biaggio Posted April 28, 2011 Share Posted April 28, 2011 Myth Thanks for posting. It s not often that you have someone talk about an investment thesis that went wrong (i.e. the Nokia example). Mind you, there point was because they bought it with a MOS, including a very good balance sheet they were able to sell with a small profit. Link to comment Share on other sites More sharing options...
Myth465 Posted April 28, 2011 Author Share Posted April 28, 2011 I agree, I really enjoyed his slides on Nokia. Link to comment Share on other sites More sharing options...
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