-- This market is sideways and confusing
-- He is looking for a pullback to buy some of the stocks he has his eyes on. Not buying currently due to the recent run in the markets.
-- Does not believe in economic cycle-driven sector investing but likes investing driven by individual business analysis.
-- Book value is very important metric he looks at in the business he is evaluating, specifically for the insurance companies.
-- Looks at businesses that have been consistently increasing their net worth.
Credit: www.bloomberg.com, Bloomberg
Here is the video: