Ethan Berg of G4 Partnership shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Ethan assessed the current environment, both from a human and an investment standpoint. He expressed an interest in gold royalty companies during a time of unprecedented government stimulus.
He also discussed a few investment ideas, including Berkshire Hathaway (US: BRK), Rosetta Stone (US: RST), and Check Point Software (US: CHKP).
Finally, Ethan shared a book that has been influential in shaping his thinking: Lifespan: Why We Age – and Why We Don’t Have To, by David Sinclair.
The full session is available exclusively to members of MOI Global.
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About the instructor:
Ethan Berg is the founder and chief investment officer of G4 Partnership, an investment partnership dedicated to the implementation of the investment discipline of Ben Graham, Warren Buffett and Seth Klarman. Prior to founding G4 Partnership in 2000, Ethan was a management consultant at Monitor Group for six years, including two years of working directly for Michael Porter.
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