These 44 investors taught me about investing.
More than a CFA or business school.
I spent the last 13 years following them. And I’ve compiled my top list of favourite investors (books, podcasts, letters) here.
Perhaps, you might find them useful:
“Old School” Value Investing
- Benjamin Graham, Father of Value Investing
- Walter Schloss, “net-net” investing
- Irving Kahn, oldest living active investor
- William Browne, “net-net” investing
- Jean-Marie Eveillard, 15.7%/year returns over 26 years
- Peter Cundhill, 100x over 33 years (Book: There’s Always Something to Do)
- Bill Miller, outperformed S&P over 15 years
Pay for Quality Investing
- Warren Buffett, GOAT
- Peter Lynch, “buy what you know” (Books: One Up on Wall Street, Beating the Street)
- Joel Greenblatt, The Magic Formula (Book: You Can Be a Stock Market Genius)
- Terry Smith,UK’s Warren Buffett
- Mohnish Pabrai, 25%/year returns since 1999
- Li Lu, “Chinese Warren Buffett”
- Prem Watsa, Warren Buffett of Canada
- Nick Sleep, 921% gains over 13 years
- Bruce Greenwald, taught me business strategy
- Chuck Akre, “Three-Legged Stool” Theory
- Phillip Fisher, Scuttlebutt Investing
- Pat Dorsey, Economic Moat Ratings for Morningstar
- Tom Gayner, Markel — “mini Berkshire Hathaway”
Macro, “Event-Driven” Investing
- Ray Dalio, founded world’s biggest hedge fund
- David Tepper, +25%/year returns for 30 years
- Paul Singer, buys distressed country debt
- Julian Robertson, Tiger Fund
Activist Investing
- Bill Ackman, deep value research
- Dan Loeb, known for “pointy, direct” letters to management
- Carl Icahn, vulture investor
Distressed Investing
- Seth Klarman, deep value debt investing
- Michael Burry, predicted housing bubble, +498% gains 2000-2008
- Marty Whitman, deep value debt investing
- Howard Marks, junk bond investor
- David Einhorn, runs Greenlight Capital
Contrarian
- Jeremy Grantham, spots bubbles
Bond Investors
- Jeffrey Gundlach, “King of Bonds”
- Bill Gross, Bond King
Short-Sellers
- Iceberg Research
- Muddy Waters
- Citron Research
- Hindenburg Research
Special Mentions (if you’re into Asia)
- Claire Barnes (Apollo Asia Fund), compound 16.5%/year since 1999
- Benjamin Koh (Lighthouse Advisors), great letters worth a read
- Yeoman Capital, proud to be a Singapore investor
- Richard Lawrence, China/HK specialist
- Cheah Cheng Hye/V-Nee Yeh, runs Value Partners
Click HERE to grab my full list with link
Sometimes, investing can be simple.
Willie Keng, CFA
Founder, Dividend Titan
