I don’t understand why more conferences don’t do this (record the speeches). I couldn’t goto Barry’s Big Picture Conf but am estatic to have the option to pay to watch the videos.
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I’m flying to Seattle (and perhaps a stop this weekend on the San Juan or Vancouver Island) for a talk at the MTA conference Friday. Please say hello if you’re there!
I polished off a book on the way written by forensic accountant and fund manager John Del Vecchio and Motely Fool Tom Jacobs. (Ignore the irony of reading a book on fundamentals on the way to a technician’s conference.) Del Vecchio spent time at both Schilit’s and Tice’s shops, and now runs the Active Bear ETF as well as other funds.
Anyways, it is a great book and deserves a spot on the bookshelf as one of the better case studies into how to short stocks. I talked them into letting me share the first chapter of the book here: