Top Industrials PMs
There was an interesting post late last year on top TMT PMs.
Wanted to start a similar thread on the best Industrials PMs you have come across.
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Former anchor bolt team, notably PB
CW, MG, BK, PS, PO, TA, PG
Coatue WG is good. JW Viking ok but more focused on running team now. One team at MLP made up and down on LTLs and riding aero, won't identify them.
Matt Simon and old anchor-bolt crew, for those who know…
Legends in industrials
Don’t know them so legitimately asking. If these guys were so good, why did their fund shut down?
Accurate list. Some real difficult personalities on the list tho.
didn't realise PO from kung fu panda made it over to the investing world
i heard they made truckloads on LTLs
Any idea of people in London?
Looking for industrial seat in HF after my time at T1 LO
PF
I don't understand this silly business of coding people's names like we're spies. Particularly when we're complimenting people.
It makes us feel like more than just quarter-modeling pod monkeys.
IG, ET, PE, GG, ED really great imo
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Here are my top 23 PMs:
QL, ME, TX, VR, KP, ZN, DW, JA, LO, BI, CE, UM, RH, YT, FN, AX, SP, GJ, EV, NC, HD, KO, WL
My tops PMs have to be:
AlL, AK, AZ, AR, AS, CO, CT, DE, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, TT, UT, VT, VA, VI, WA, WV, WI, WY.
most overate PM has to be CA though
Some poor kid is gonna get smoked by a shitty PM because they share the same initials with someone on this post
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