Allan MacDonald, Senior Vice President and Portfolio Manager at Burgundy Asset Management Ltd presented at the Ben Graham Centre's 2018 Value Investing Conference. The topic of his talk was: Finding Great Investment Opportunities in New Business Models. Companies owned by their own customers One of the opportunists that Allan covers he refers to as Demutualization. The term … Continue reading The Most Profitable Industry Ever?
2012 Global Car Sales Statistics infographic General Motors and Ford Viewed From the Perspective of Their Pension Funds - Horizon Kinetics (2003) http://www.kpmg.com/SK/en/IssuesAndInsights/ArticlesPublications/Documents/Global-automotive-survey-2013.pdf http://www.gbm.scotiabank.com/English/bns_econ/bns_auto.pdf