Guest Posted January 4, 2011 Share Posted January 4, 2011 The article is kinda old. I found it while looking stuff up about Whitney Tilson, so I assume he's one of them. I think he is #5. Anyone have any guesses? http://www.fool.com/investing/general/2004/01/23/buffettesque-superinvestors.aspx Link to comment Share on other sites More sharing options...
keerthiprasad Posted January 4, 2011 Share Posted January 4, 2011 I would guess that Number 2 is Michael Burry of the now closed scion capital. Link to comment Share on other sites More sharing options...
Myth465 Posted January 4, 2011 Share Posted January 4, 2011 Investor 2 - Sounds like Mike Burry Like Investor 1, he was also a doctor, taught himself investing in his spare time (do doctors have spare time?), and launched his fund in Nov. 2000. Since then, it has risen 146% vs. -18% for the S&P 500. Like Investor 1, he too invests in a highly concentrated fashion, but does a bit more short selling (largely replaced today with a very large position in credit-default swaps). http://en.wikipedia.org/wiki/Michael_Burry --- Investor 5 - I would guess Bill Ackman Another MBA, he just started his own fund this year, after many years as a principal of another money management firm. He grew up in the real estate business, so some of his best investments are in this area. Unlike the other managers, who prefer to keep a low profile, in a few cases he has been an activist investor on both the long and short side. Link to comment Share on other sites More sharing options...
Guest Posted January 4, 2011 Share Posted January 4, 2011 Investor 2 - Sounds like Mike Burry Like Investor 1, he was also a doctor, taught himself investing in his spare time (do doctors have spare time?), and launched his fund in Nov. 2000. Since then, it has risen 146% vs. -18% for the S&P 500. Like Investor 1, he too invests in a highly concentrated fashion, but does a bit more short selling (largely replaced today with a very large position in credit-default swaps). http://en.wikipedia.org/wiki/Michael_Burry --- Investor 5 - I would guess Bill Ackman Another MBA, he just started his own fund this year, after many years as a principal of another money management firm. He grew up in the real estate business, so some of his best investments are in this area. Unlike the other managers, who prefer to keep a low profile, in a few cases he has been an activist investor on both the long and short side. I think you're right on investor 5. Could investor 4 then be Tilson? "Tilson spent much of his childhood in Tanzania and Nicaragua (his parents met and married while in the Peace Corps). He studied at and graduated magna cum laude from Harvard College with a bachelor's degree in Government. He then went on to gain an MBA with High Distinction from Harvard Business School, where he was elected a Baker Scholar (top 5% of class)[2]." But wikipeida says he started investment career in 1999. http://en.wikipedia.org/wiki/Whitney_Tilson Link to comment Share on other sites More sharing options...
yuval Posted January 4, 2011 Share Posted January 4, 2011 Investor no. 10 might be Chris Davis, though in his biography it's written he joined Davis Advisors in 1989 His father started the fund approximately 20 years ago, and he joined in 1991, gradually taking over day-to-day management. In the 13 years since he joined, the fund has appreciated 427% versus 340% for the S&P 500. He focuses on buying high-quality companies with outstanding management, which means that sometimes he has to wait for years until the stocks of certain companies he admires become undervalued enough to buy. http://www.davisfunds.com/probios.html Link to comment Share on other sites More sharing options...
riju_easow Posted January 4, 2011 Share Posted January 4, 2011 I think you're right on investor 5. Could investor 4 then be Tilson? "Tilson spent much of his childhood in Tanzania and Nicaragua (his parents met and married while in the Peace Corps). He studied at and graduated magna cum laude from Harvard College with a bachelor's degree in Government. He then went on to gain an MBA with High Distinction from Harvard Business School, where he was elected a Baker Scholar (top 5% of class)[2]." But wikipeida says he started investment career in 1999. http://en.wikipedia.org/wiki/Whitney_Tilson Article was written by Whitney Tilson. Link to comment Share on other sites More sharing options...
Guest Posted January 4, 2011 Share Posted January 4, 2011 I think you're right on investor 5. Could investor 4 then be Tilson? "Tilson spent much of his childhood in Tanzania and Nicaragua (his parents met and married while in the Peace Corps). He studied at and graduated magna cum laude from Harvard College with a bachelor's degree in Government. He then went on to gain an MBA with High Distinction from Harvard Business School, where he was elected a Baker Scholar (top 5% of class)[2]." But wikipeida says he started investment career in 1999. http://en.wikipedia.org/wiki/Whitney_Tilson Article was written by Whitney Tilson. haha. Jeez, I completely missed that! Link to comment Share on other sites More sharing options...
claphands22 Posted January 4, 2011 Share Posted January 4, 2011 Investor # 4 is probably Martin P Van Blerk from Boabab. Martin was born in South Africa, looks like he spent some time in the UK, and definitely has an affinity for international stocks. Also, Martin worked as an analyst for Fairfax. http://www.baobabglobalfund.com/Team.htm Even if it isn't Martin; I like the boabab fund and the letters are fun to read. Link to comment Share on other sites More sharing options...
bonechip1 Posted January 4, 2011 Share Posted January 4, 2011 Investor 1 Ken Shubin Stein Investor 2 Burry Investor 4 Guy Spier Investor 5 Ackman Investor 6 Zeke Ashton Link to comment Share on other sites More sharing options...
claphands22 Posted January 4, 2011 Share Posted January 4, 2011 Investor 1 Ken Shubin Stein Investor 2 Burry Investor 4 Guy Spier Investor 5 Ackman Investor 6 Zeke Ashton Yeap, investor 4 is Guy Spier. This is like playing value investor jeopardy. Link to comment Share on other sites More sharing options...
Parsad Posted January 4, 2011 Share Posted January 4, 2011 Guy is one of the nicest people you will ever meet! Just an absolutely terrific person. Cheers! Link to comment Share on other sites More sharing options...
coc Posted January 4, 2011 Share Posted January 4, 2011 Anyone have an idea about investor 7? Link to comment Share on other sites More sharing options...
Guest Posted January 4, 2011 Share Posted January 4, 2011 Anyone have an idea about investor 7? Klarman? founded Baupost in 1982. Worked at Mutual Series (big box?) investor 9: Mohnish Pabrai? Link to comment Share on other sites More sharing options...
coc Posted January 4, 2011 Share Posted January 4, 2011 Anyone have an idea about investor 7? Klarman? founded Baupost in 1982. Worked at Mutual Series (big box?) investor 9: Mohnish Pabrai? Don't think those are correct. Seth hasn't held Berkshire all those years, nor does he make one decision per year from what I can tell. I don't think Mohnish has a law degree or founded an online retailer (could be wrong though.) Link to comment Share on other sites More sharing options...
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