a while back, somebody posted a pretty detailed outline that showed how a specific investor (robertson, buffet, graham, I can't remember who) creates an investment thesis. I think it had to do with Tiger or Tiger cubs, but can't be sure. I've done some heavy searching on the site but can't find it. can anyone help?
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http://www.mebanefaber.com/2011/01/20/hedge-fund-analyst-checklist/
^ beat me to it
faber runs 80m and still underpeforms... just sayin
Yeah but the list is by John Griffin of Blue Ridge Capital and Tiger Management fame, not Mebane Faber.
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