22 Comments
 

Carl Icahn, incredibly intelligent, innovator, he was one of the first who went the raider/activist route. He went to war basically alone, especially in the beginning years with well known companiess boards. Also his track record has been astouding 31% annual rate of return from 1968 until 2011. He also makes no bones about who he is or what he does which I personally respect a lot, especially these days.

 

Have you seen the new documentary yet?

Quant (ˈkwänt) n: An expert, someone who knows more and more about less and less until they know everything about nothing.
 

I like Mark Cuban. He is someone I would like to work with.

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 
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The guy who designed the macro aspect of the coolest ETF at our firm (I say this as part of a firm with way too many of them.  If I dropped the number you'd know who we are-and yes one of them is one of the big liquidity ones for the fast money, we need to carve out it's billions of flows per day for the reports.) His design has been a rockstar across all equity universes.  It's also made his multi-asset FoF look great.  Is it passive? Theoretically, but at 200% annual turnover ummmmm....

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 

Sorry, editing issues on Chrome (can we fix this?)

He's also a cool guy IRL.

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 

I haven't read any of his books yet, but I really like his memos a lot. His inquisitive perspective feels really refreshing to me.

Quant (ˈkwänt) n: An expert, someone who knows more and more about less and less until they know everything about nothing.
 

George Soros.  The left and the right at various times accused the man of destroying national banks and economies, funding a force of anarchist super soldiers who burn down cities at his will, rigging elections all over the world, and even being a Nazi.  Regardless of his investing style or politics has there ever been an investor so infamous?

 

Carl Icahn. The goat.

Does Donald Bren count? I feel like what he’s built over his career is amazing and not something that can be replicated easily.

 

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