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Famous Investor Series

Famous Investor Series – Warren Buffett

Before Warren Buffett became well-known, and before he acquired Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B), he ran a number of partnerships, investing the money of family, friends and outside investors. It’s these partnerships that helped build his reputation and provided the funds for him to ultimately acquire Berkshire Hathaway.

This is the story of Warren Buffett’s early career, the years that laid the foundations for him to become the world’s greatest investor.

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Famous Investor Series - Charlie Munger

A ten-part series on the life and career of Charlie Munger, value investor, lawyer, philanthropist, Vice-Chairman of Berkshire Hathaway Corporation and Warren Buffett’s right-hand man. He is also chairman of the Daily Journal Corporation and a director of Costco Wholesale Corporation.

  1. Charlie Munger — Part One: The Beginning
  2. Charlie Munger — Part Two: Quality Over Value
  3. Charlie Munger – Part Three: Sit On Your A$$
  4. Charlie Munger — Part Four: Investment Advice
  5. Charlie Munger — Part Five: Checklist Investing
  6. Charlie Munger — Part Six: The Daily Journal
  7. Charlie Munger — Part Seven: Poor Charlie’s Almanack
  8. post-tile entry-title">Charlie Munger — Part Eight: Berkshire At 50
  9. Charlie Munger -- Part Nine: Colorful Charlie And The Cinderella Principle
  10. Charlie Munger — Part Ten: Conclusion

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Famous Investor Series - Ray Dalio

A ten part series on Ray Dalio, founder ofBridgewater Associates the world’s largest hedge fund manager.

Founded by Dalio during 1975 from his two-bedroom apartment, today Bridgewater manages $169 billion for a wide array of institutional clients, including foreign governments and central banks, corporate and public pension funds.

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Over its 40-year history, Bridgewater has been recognized as a top-performing manager and an industry innovator. The fund manager was one of the few firms to register a positive performance during the 2008 financial crisis.

In 2012, Ray Dalio appeared on the annual Time 100 list of the 100 most influential people in the world. And he made Bloomberg Markets’ list of the 50 Most Influential people during 2011 and 2012. According to Forbes, at time of writing (06/12/2015) Ray Dalio is worth $15.4 billion, making him the 29th richest person in the United States, 2nd richest hedge fund manager and #60 richest in the world.

  1. Ray Dalio — Part One: The Pre-Bridgewater Years
  2. Ray Dalio — Part Two: Bridgewater Grows
  3. Ray Dalio — Part Three: Investment Strategies
  4. Ray Dalio — Part Four: Running Bridgewater
  5. Ray Dalio — Part Five: Finding Trades; Financial Crisis protection
  6. Ray Dalio — Part Six: Complex Business; Investment Process
  7. Ray Dalio — Part Seven: Making Mistakes – 2013
  8. Ray Dalio -- Part Eight: The Man Behind The Machine
  9. Ray Dalio — Part Nine: Risk Parity

Famous Investor Series - George Soros

George Soros is one of the most successful hedge fund managers ever. While at the helm of the Quantum Fund (founded by Soros and Jim Rogers in the 70s), he generated an average annual return for investors of 30%.

  1. George SoroPart One: Early Career
  2. George Soros Part Two: Breaking The Bank of Thailand
  3. George Soros Part Three: Breaking The Bank of England
  4. George Soros Part Four: The Yen And The Bear
  5. George SorosPart Five: Soros In Court
  6. George Soros Part Six and Seven: Volatility and trading mentality

Famous Investor Series - Walter Schloss

A ten-part series on Walter Schloss, legendary value investor. From 1955 to 2002, by Schloss’ estimate, his investments returned 16% per annum on average after fees, compared with 10% for the S&P 500 over the period.

Schloss was an old school value investor. He looked for bargains on a price-to-book basis, preferring stocks that were trading at 52-weeks lows over other opportunities. He spent several years working with Benjamin Graham before moving off to start his own fund during 1955.

  1. Part one: Introduction To The Master Of Deep Value
  2. Part two: Discipline and Consistency
  3. Part three: The Magic Of Compounding
  4. Part four: 16 Factors Needed to Make Money in the Market
  5. Part five: Making Money Out of Junk
  6. Part six: The Right Stuff
  7. Part seven: Learning From The Master
  8. Part eight: Graham-Newman
  9. Part nine: The First Ten Years
  10. Part Ten: Value Investing Today

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Famous Investor Series - Seth Klarman

A ten part series on Seth Klarman, value investor and manager of Boston-based Baupost Group.

Seth Klarman is virtually unknown outside value circles, despite his impressive record and value of assets under management. On average Baupost has returned 19% p.a. despite holding a large portion of its assets in cash. During the financial crisis, Seth Klarman’s funds lost somewhere between 7% and 13%, certainly outperforming the majority of its hedge fund peer group.

  1. Part one: Lessons For Retail And Institutional Investors
  2. Part two: Value Investing in a Turbulent Environment [1997-2001]
  3. Part three: Value Investing In A Market Bubble [1997-2001]
  4. Part four: The Patient Investor
  5. Part five: Looking For Opportunities
  6. Part six: Yield Pigs
  7. Part seven: Wall Street Is The Worst Enemy Of The Average Investor
  8. Part eight: The Margin of Safety
  9. Part nine: Areas of Opportunity for Value Investors
  10. Part ten: Portfolio Management

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Famous Investor Series - Dr. Michael Burry

A four part series on Dr Michael Burry, value investor, founder of Scion Capital and one of the first fund managers to bet against the subprime housing market.

In its first full year of trading, 2001, Scion returned 55.44% gross for its investors. The S&P 500 fell 11.88% over the same period. In 2002, Scion returned 16.08% gross for its investors, compared to the S&P 500’s -22.10%. And in 2003 the fund once again returned over 50% gross, beating the S&P 500 by 22.02% for the year.

From its inception in 2000, through to closing during 2008, Scion returned 696.94% gross and 472.40% net compared to the S&P 500, which returned 5.2% over the same period.

  1. Dr. Michael Burry — Part One: Starting Small
  2. Dr. Michael Burry — Part Two: How Much Can I Lose?
  3. Dr. Michael Burry — Part Three: Looking For Bargains
  4. Dr. Michael Burry – Value And Quality

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Famous Investor Series - Peter Cundill

Peter Cundill was a Canadian investment star who helped shake up the Canadian money management industry. He managed the Cundill Value Fund for more than three decades.

The Cundill Value Fund was launched in December 1974 and immediately lost money during 1975. However, after this dismal start, the star fund manager recovered quickly and reported few losing years after 1975.

From 1974 through to 1988 the Cundill Value Fund returned 22% per annum. Over its 35 year history to 2010, the Cundill Value Fund achieved a CAGR of 13.7%, which is especially impressive when you consider the fact that the market was still recovering from the financial crisis when this figure was calculated.

  1. Part one: Introduction
  2. Part two: When to sell
  3. Part three: Focus on value
  4. Part four: What to look for
  5. Part five: Value in a Falling Market

Famous Investor Series - Jesse Livermore

Known as the Great Bear of Wall St., Jesse Livermore is famed for making and losing several multi-million dollar fortunes and short selling during the stock market crashes in 1907 and 1929.

Famous Investor Series - Henry Singleton

Henry E. Singleton was a brilliant engineer who co-founded and built Teledyne Inc. into one of the nation’s largest and most enduring conglomerates.

  1. Part one: The master of capital allocation
  2. Part Two: Teledyne
  3. Part three: Teledyne the downfall
  4. Part four: Five strategies for business success

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Famous Investor Series - Shelby Davis

A multi-part series on Shelby Cullom Davis, value investor, philanthropist and founder of Davis Selected Advisers.

Like the majority of the great value investors, Shelby Davis is relatively unknown outside value circles. But his performance over the years is as good as, if not better than many of the Superinvestors of Graham & Doddsville.

Just like Warren Buffett, Shelby Davis’ area of expertise was insurance, and this is where he built his fortune. By the early 1950’s, Davis had become a millionaire by investing in insurance stocks at low multiples. This wealth creation was partly down to Davis’ skill and partly down to market forces.

  1. Shelby Davis — Part One: An Unknown Great
  2. Shelby Davis — Part Two: Rules for Investment Success
  3. Shelby Davis — Part Three: The Davis Double Play
  4. Shelby Davis — Part Four: Not Just An Investor
  5. Shelby Davis — Part Five: A Lasting Legacy

Famous Investor Series - Ben Graham

  1. Benjamin Graham — Part One: An Introduction To The Godfather Of Activism
  2. Benjamin Graham — Part Two: The Graham–Newman Partnership
  3. Benjamin Graham -- Part Three: Looking For Bargains
  4. Benjamin Graham -- Part Four: GEICO And The End Of Graham–Newman
  5. Benjamin Graham -- Part Five: “Last Will & Testament.”
  6. Benjamin Graham -- Part Six: Security In An Insecure World
  7. Benjamin Graham -- Part Seven: Lecture Notes
  8. Benjamin Graham -- Part Eight: Rules For Investing
  9. Benjamin Graham -- Part Nine: Investing Wisdom
  10. Benjamin Graham — Part Ten: Final Takeaways
  11. Ben Graham e-book

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