Michael Campbell

Uh, just the series of interviews that the FT writer had with Hohn as part of his writing of the profile. Lengthy profiles such as this aren’t usually based on a single interview.

Was just coming here to post/link the same article. Great piece.

FYI: If you have/use Apple News, you can “follow” Barron’s for free and get their articles without a subscription.

Thanks, Xerxes.

Chris Hohn of TCI owns and speaks very highly of Ferrovial, a literal toll road and airport developer and operator. Hard to argue against his endorsement.

100% agree

Fairfax M* 8.1.25.pdf

I’ve owned ENB, VTS, and EFC in the past. I think they each fit the bill of what you’re looking for.

I’m a huge fan of Akre historically, but he hasn’t had an active role in investment management since the end of 2020 when he retired. Succession has also been an issue for his firm in recent years after he retired, FWIW.

Looking at your handle, Charlie, I couldn’t help but wonder if your “old Graham-school money manager” was Bill Ruane, friend of Warren’s and founder of the Sequoia fund. Are you any relation?

See if this works: https://docs.google.com/document/d/1x223wPSaLWc-Lcz27j8RbIYKpTQJ4-ojSdUMJsKBKjk/edit

Or buying Taiwan-listed TSM….