We're posting up notes from the Capitalize For Kids Sohn Canada conference that just took place. Next up is Chuck Akre of Akre Capital Management who presented four case studies.
Chuck Akre's Sohn Canada Presentation
He presented four case studies of companies who have a successful capital allocation record and high returns on tangible capital. Quickly outlined Danaher (DHR), Colfax (CFX), and Berkshire Hathaway (BRK.A), however no specific recommendations were given. It should be pointed out, however, that CFX has seen quite the drastic sell-off recently and it has been one of Akre's top holdings for some time.
Be sure to check out the rest of the presentations from Capitalize For Kids Sohn Canada here.
Tuesday, October 28, 2014
Chuck Akre at Capitalize For Kids Sohn Canada Conference
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