Summaries below are extracted from a speech Michael Price gave at the 2013 (June) London Value Investor Conference. If you have read our previous article based on an interview Peter J. Tanous conducted with Michael Price many years ago, you’ll find that Price’s portfolio management philosophy has not changed much since then. Many thanks to […]
Michael F. Price is going to kick off our inagural post. Well, sort of. I’d like to share the summary (mainly the categorized juicy portfolio management bits) of an interview with MFP in Peter J. Tanous’ book Investment Gurus. Sourcing, Creativity: Price discusses how competitive the traditional bankruptcy and restructuring game has become (this was 1997 […]