Brent Johnson is a San Francisco-based hedge fund manager and he's a longtime friend of TFMR. He consistently puts out high quality, educational presentations and his latest is no exception.
Please carve out some time to watch this video. Over the course of 24 minutes, Brent addresses many of the themes that we discuss here on a daily basis but he comes to some different, short-term conclusions. Because of this, I thought it would be fun to hash out some additional thoughts on these subjects and have invited Brent to join us this Thursday for A2A.
So watch this video and come to your own conclusions. Then join us on Thursday when we continue the discussion.