Which Investors Do You Follow Closely?
I recently read Kyle Bass' investor letter and also watched a video that featured Michael Platt on Bloomberg TV and in general think both guys are absolutely brilliant. Watching them and following Bass for a while got me thinking..Who do all of you guys think are the smartest investors out there? Who do you like to follow? Which investor letters are must reads, etc. (this can be HF managers, MF guys, even talking heads)
Here are the links to a recent Bass video on CNBC and the Michael Platt Video:
Bass: http://video.cnbc.com/gallery/?video=3000061932
Platt: http://www.youtube.com/watch?v=lvuZ7CQIkJo







Im following Kyle Bass and
Im following Kyle Bass and Bill Ackman at the moment. Bass has some good investor letters and I just like Ackmans style and think he's an amazingly brilliant man.
Make sure to set up some google alerts so you won't miss anything.
oh my god kyle bass here kyle
oh my god kyle bass here kyle bass there
Funny how nobody at my office gives a dime about Mr. Bass and his agenda. Yet, every time I log on to WSO, Zero Hedge, etc, everyone's talking about him like he's some messiah. I mean I respect the guy and his views, but this recent 'Kyle Bass' fad (don't know what else to call it) on the internet reminds me of Justin Bieber and his teenage girl fans :p
^this.
^this.
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I am following: Hugh
I am following:
Hugh Hendry
Mike Novogratz
Anthony scaramucci
Clever got me this far
Then tricky got me in
Eye on what i'm after
I don't need another friend
Smile and drop the cliche
'Till you think I'm listening
I take just what I came for
Then I'm out the door again
David Einhorn is interesting
David Einhorn is interesting to follow. Cannot recall the name of his book, but it was very interesting
Howard Marks has some great
Howard Marks has some great letters imo. I also like Jim Rogers and Hugh Hendry.
I think that hedge funds (so
I think that hedge funds (so long as government does not bail them out) are one of the best additions to the capitalist model is some time. They are comprised of brilliant people, they do their homework, question everything, and are excruciating honest. It's the only way to win consistently- to be a iconoclastic contrarian. Some of the guys I like to follow (no particular order):
David Einhorn
Marc Faber
Jim Rogers
Kyle Bass
Jim Chanos
Hugh Hendry
Ray Dalio
And to ERGOHOC- Kyle Bass is not new. He just has done a raft of new media, so you are starting to see him again on zerohedge and youtube. I first heard of him in early 2009 after he made a killing in the CDS market. Now he is talking about his latest CDS positions primarily against Japan.
Bene qui latuit, bene vixit- Ovid
Michael Hasenstab
Michael Hasenstab
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Jim Cramer and only Jim
Jim Cramer and only Jim Cramer.
No, but really.. Ackman and Rogers. Takes balls to follow Faber
Do you guys actually take
Do you guys actually take action and invest based on what these guys say, or just read/watch for interest/entertainment?
I've always wondered that when I hear about people 'following' investors.
Howard Marks Jeremy
Howard Marks
Jeremy Grantham
Ray Dalio
David Einhorn
Bill Ackman
Kyle Bass
Felix Zulauf
I'm personally not a big fan of Jim Rogers. He's right on commodities, but I think he's overly bullish on China and way too negative on the long-term prospects of U.S.
Among bloggers, I really like Cullen Roche of pragmatic capitalism.
Aero wrote: Do you guys
Do you guys actually take action and invest based on what these guys say, or just read/watch for interest/entertainment?
I've always wondered that when I hear about people 'following' investors.
I never blindly follow another investor no matter his track record.
Usually I listen to these guys, read their blogs, and I get a 'feel' of how they feel about the economy at a given time. Ultimately after you do this for awhile, you'll get your own 'feel' of where things may be heading. Sometimes your feelings will be so confident that you'll want to act on it. And that is exactly what I'll do.
I think there are certain cycles in the market that a lot of big investors can naturally feel or see. Sometimes they are right, sometimes they are dead wrong.
Jeremy Grantham's quarterly
Jeremy Grantham's quarterly letter is easily my favorite regular read.
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Kinda surprised there's no
Kinda surprised there's no mention of Seth Klarman. In addition to most of the names above I'd add Joel Greenblatt, Marty Whitman, Steven Romnick, Walter Schloss (not that he's terribly active these days)...most of the value managers.
To me, it's not necessarily trying to find ideas but more about how they think about a situation or some insight into an industry. At the end of the day the investment process is really the swing factor in being successful or not.
Aero wrote: Do you guys
Do you guys actually take action and invest based on what these guys say, or just read/watch for interest/entertainment?
I've always wondered that when I hear about people 'following' investors.
Taking action on other peoples advice is definitely the fastest way to blow up. You need to understand the full rational of your investments in order to properly determine when to close the position. In reality, it is much harder to determine what to sell than to determine what to buy imo (given a long term fundamental approach).
The value in following other successful investors is to learn their thought process. That is why I like Marks, Rogers, Klarman, Buffet etc. They all give valuable insight in how they make decisions. Their actual decisions are of less importance to me.
Graham-Dodd, I'm a value guy
futurectdoc
My feeling is that at current
Adam Smith Ludwig von Mises
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How could I forget- James
Bene qui latuit, bene vixit- Ovid
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in_the_money23 wrote: My
How do you guys sign up for
damonkey890 wrote: How do you
If you can get the Gartman
Seth Klarman is tight-lipped,
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I just follow one guy: BEN
My list- Howard Marks Bill
Man made money, money never made the man
Any UK based value investors
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