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Best young investors


shalab
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Who in your opinion is the best young investors around? The person has ( or is going to have soon) a vehicle that is accessible, under 50, financially independent...

 

A few names that come to mind:

 

Sanjeev & Alnesh

Sham Gad

Biglari

Gio ( if he opens up Gio holdings )

Packer(?)

 

 

 

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Who in your opinion is the best young investors around? The person has ( or is going to have soon) a vehicle that is accessible, under 50, financially independent...

 

A few names that come to mind:

 

Sanjeev & Alnesh

Sham Gad

Biglari

Gio ( if he opens up Gio holdings )

Packer(?)

 

 

 

 

Bruce Flatt.  Great track record and proven.

 

 

 

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I am definitely forgetting many, but here are a few:

 

 

Sahm Adrangi

Jeremy Deal

Daniel Gladis

Phil Ordway

Jake Rosser

Dan Sheehan

Rahul Saraogi

Isaac Schwartz

Todd Sullivan

Glenn Surowiec

Josh Tarasoff

 

Would love to hear more about Jeremy Deal's track record.

 

 

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I am definitely forgetting many, but here are a few:

 

 

Sahm Adrangi

Jeremy Deal

Daniel Gladis

Phil Ordway

Jake Rosser

Dan Sheehan

Rahul Saraogi

Isaac Schwartz

Todd Sullivan

Glenn Surowiec

Josh Tarasoff

 

Would love to hear more about Jeremy Deal's track record.

 

Apparently 30% gross, 22% net since inception in October 2011.

;)

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I am definitely forgetting many, but here are a few:

 

 

Sahm Adrangi

Jeremy Deal

Daniel Gladis

Phil Ordway

Jake Rosser

Dan Sheehan

Rahul Saraogi

Isaac Schwartz

Todd Sullivan

Glenn Surowiec

Josh Tarasoff

 

Would love to hear more about Jeremy Deal's track record.

 

Apparently 30% gross, 22% net since inception in October 2011.

;)

 

That doesn't really seem that good. That's not too much better than the market.

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I am definitely forgetting many, but here are a few:

 

 

Sahm Adrangi

Jeremy Deal

Daniel Gladis

Phil Ordway

Jake Rosser

Dan Sheehan

Rahul Saraogi

Isaac Schwartz

Todd Sullivan

Glenn Surowiec

Josh Tarasoff

 

Would love to hear more about Jeremy Deal's track record.

 

Apparently 30% gross, 22% net since inception in October 2011.

;)

 

That doesn't really seem that good. That's not too much better than the market.

 

Just to clarify, these are annual returns.

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I am definitely forgetting many, but here are a few:

 

 

Sahm Adrangi

Jeremy Deal

Daniel Gladis

Phil Ordway

Jake Rosser

Dan Sheehan

Rahul Saraogi

Isaac Schwartz

Todd Sullivan

Glenn Surowiec

Josh Tarasoff

 

Would love to hear more about Jeremy Deal's track record.

 

Apparently 30% gross, 22% net since inception in October 2011.

;)

 

That doesn't really seem that good. That's not too much better than the market.

 

Just to clarify, these are annual returns.

 

Right, that's close to the market (depending on the actual inception date). If we start as of 9/30/2011, SPY was at $113.15.

 

Today the SPY is at $197.34.

 

That works out to roughly 24.8% average return (the S&P 500 returns are actually better than this since I'm running it as if it's a full 3 years). And in another 2.2% or so for dividends (average anyway) and that brings us to about 27%

 

Even worse when compared to for IWM which comes in a little less than 28%. Now, unless this guy has had a big cash load during this entire time, I see good but not outstanding performance.

 

30% sounds great...but we also must realize how tremendous the market has been the past couple years.

 

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30% sounds great...but we also must realize how tremendous the market has been the past couple years.

 

Agreed.

;)

 

I get market cagr around 20% the following way:

For SPY (197/113)^(1/3) = 1.74^(1/3) = 1.20 or 20% cagr.

 

Add in dividends as you point point out and you would be right around his net returns.

 

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You have to take compounded. Einstein did not called it a world wonder for nothing.

 

Also it depends on your style, but some investors with big outperformance do not outperform much during bull markets. They outperform if the market goes down. I think this was the case in Buffett's partnership days.

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