Price now runs his own value investing firm.
In the interview Price discusses his focus on proxy fights as a source for investment ideas.
One recent example is Hess (HES) where he thinks constructive change is taking place. He thinks Hess with a $30 billion market cap and trophy assets could be a logical takeover candidate with the influence of activist shareholders pushing in that direction.
In the interview we also get Price's opinion on high profile companies Dell (DELL), Apple (NASDAQ:AAPL) and J.C. Penney (NYSE:JCP). Additionally, Price goes into his short position in Chesapeake Energy (NYSE:CHK).