BG2008 Posted January 2, 2014 Share 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) Link to comment Share on other sites More sharing options...
Palantir Posted January 3, 2014 Share Posted January 3, 2014 Munger is the "top" asset manager? Link to comment Share on other sites More sharing options...
Ian L Posted January 3, 2014 Share 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. Link to comment Share on other sites More sharing options...
jschembs Posted January 3, 2014 Share 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? Link to comment Share on other sites More sharing options...
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