ValueWalk's Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. In this part Boyle and Ritland discuss when they sell their best ideas, lessons from Berkshire and Fairfax meetings, favorite Buffet quotes of anecdotes, how they define and manage risk, and their favorite books.
- See part 1 here.
- See part 2 here.
- See part 3 here.
Q1 hedge fund letters, conference, scoops etc
Raul: Can you tell me about your self-discipline and you only invest in your best ideas, so when do you sell those best ideas?
Brian: Sure, good question. I would...

