CEO's who are value investors

[hopspreads]

I’m wondering if you know of any CEOs who are value investors / who use a value investing approach in how they manage their companies. Have you come across any examples of less-known leaders who apply these principles in their decision-making for the business?

Edited December 27, 2024 by hopspreads

[coffeecaninvestor]

OTCM comes to mind

[CorpRaider]

Michael J. Saylor

[gfp]

I heard that guy over at Premier Diversified was a value investor

[hopspreads]

27 minutes ago, CorpRaider said:

Michael J. Saylor

lol

[Dalal.Holdings]

2 hours ago, CorpRaider said:

Michael J. Saylor

[wondering]

Maybe Adam Waterous at Strathcona 

[gfp]

You've got Tim Eriksen over at Solitron - he's a "value investor" if that's still a thing.  SODI

[Value_Added]

Brett Kelly from Kelly Partner Group (KPG.AX) comes to mind.  Numerous references to Munger, Buffett, and Mark Leonard in the company’s “owners manual” for investors.

 

https://info.kellypartners.com.au/hubfs/Kelly%2BPartners Group Website 2024/Documents/Investor Center/Owners Manual/KPGH Owners Manual Version 4 Oct 2024.pdf?hsLang=en

 

The shareholders recommended reading list says it all.  I don’t follow the company so I’m not sure if he follows these principals or just touts them but the company seems to be performing very well.

 

-Creating Shareholder Value

-common stocks uncommon profits

-Good To Great

-Titan

-Founders Mentality

-Outsiders

-100 Baggers

-Intelligent Investor

-etc…

 

[Spooky]

22 minutes ago, Value_Added said:

Brett Kelly from Kelly Partner Group (KPG.AX) comes to mind.  Numerous references to Munger, Buffett, and Mark Leonard in the company’s “owners manual” for investors.

 

https://info.kellypartners.com.au/hubfs/Kelly%2BPartners Group Website 2024/Documents/Investor Center/Owners Manual/KPGH Owners Manual Version 4 Oct 2024.pdf?hsLang=en

 

The shareholders recommended reading list says it all.  I don’t follow the company so I’m not sure if he follows these principals or just touts them but the company seems to be performing very well.

 

-Creating Shareholder Value

-common stocks uncommon profits

-Good To Great

-Titan

-Founders Mentality

-Outsiders

-100 Baggers

-Intelligent Investor

-etc…

 

 

Listened to an interview with Brett Kelly recently at the Constellation Software M&A conference. He was really impressive.

 

[hopspreads]

8 hours ago, Value_Added said:

Brett Kelly from Kelly Partner Group (KPG.AX) comes to mind.  Numerous references to Munger, Buffett, and Mark Leonard in the company’s “owners manual” for investors.

 

https://info.kellypartners.com.au/hubfs/Kelly%2BPartners Group Website 2024/Documents/Investor Center/Owners Manual/KPGH Owners Manual Version 4 Oct 2024.pdf?hsLang=en

 

The shareholders recommended reading list says it all.  I don’t follow the company so I’m not sure if he follows these principals or just touts them but the company seems to be performing very well.

 

-Creating Shareholder Value

-common stocks uncommon profits

-Good To Great

-Titan

-Founders Mentality

-Outsiders

-100 Baggers

-Intelligent Investor

-etc…

 

I've also heard good things about Brett. He seem's to be a good self-marketer. 

 

I don't know much about the accounting services industry though. Seems highly fragmented, w/ lots of boutique shops. Will have to spent some time reading through their annual reports.