Guest Schwab711 Posted June 3, 2015 Share Posted June 3, 2015 We all know about Berkshire and Fairfax, but I couldn't find a thread like this so I thought it would be nice to have a place to discuss the best management teams out there. No restrictions on re-hashing the outsiders or large multinational execs (Jamie Dimon's of the world) but I think it would be more interesting to discuss managers of less-followed or small companies. Also, I don't necessarily have any specific rating criteria in mind as long as there's a justifiable reason for the choice. Finally, no need to use my format, I just figured I should contribute if I want responses. AWH: Huge fan of their conservative underwriting approach and capital allocation. By far the best overall insurer [maybe other than BRK] in my mind. MCO: I think Ray McDaniel is incredibly underrated CEO. I know the MBS/ABS ratings fiasco is a black eye, but MCO's ROE and capital allocation is impressive when compared to MHFI. He has also done an excellent job lobbying as the appetite to reform the NRSROs has vanished JPM: Jamie Dimon is a banking god WFC: Nothing new but had to include them OTCM: Awesome name (R Cromwell Coulson) and they have made a ton of changes to improve the perception of the OTC market and list dozens of major foreign companies with standards similar to NYSE for the first time BF-A/B: Paul Vargas has shown impressive control of product demand and the brand SLP: former CEO Walt Woltosz had incredible focus and found creative ways to prove his company's product to the market ELDO: Huge fan TDG: They make a difficult business look so easy that this board is constantly searching for similar companies only to be disappointed by what they find! Multiple C-execs have retired in past year could affect future results UFPT: Not a great industry or investment option but management is very opportunistic and efficient operators Link to comment Share on other sites More sharing options...
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