BG2008 Posted January 2, 2014 Posted January 2, 2014 I want to start aggregating a list of top managers in their respective industries Cable/Content/TV - John Malone Asset Management - Buffet, Munger Real Estate - Stuart Tanz - Retail Opportunity Investment Corp (ROIC) Oil and Gas - The team at Awilco Drilling Fashion and Apparel - Phil Knight Retail - Sam Walton Industry Rollout Specialist - Bradley Jacobs (XPO Logistics, United Rental, United Waste Systems)
Ian L Posted January 3, 2014 Posted January 3, 2014 Just because Awilco the stock is/ has been undervalued doesnt mean their management is among the best ever in oil and gas.
jschembs Posted January 3, 2014 Posted January 3, 2014 Is this intended to create a list of existing and new candidates for The Outsiders? This is one of the toughest questions I've struggled with over the last year, as these opportunities create incredible long-term investments, but they are frequently most obvious after the fact, and excluding periods of market turmoil, it's nearly impossible to acquire interests for what I tend to think are reasonable prices. How does convince themselves they've found the next Henry Singleton?
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