As promised recently we are updating/cleaning the investor resource pages on a regular basis. Last week we updated the resource pages of:
And today, we’ve completed the renovation of Glenn Greenberg’s resource page.
Is It A Good Time to Be a Stock Picker? Interview With Worm Capital
ValueWalk's Raul Panganiban interviews Eric Markowitz, Director of Research, and Dan Crowley, Director of Portfolio Management, at Worm Capital. In today’s episode they discuss their approach at Worm Capital and where they find opportunities. Q4 2020 hedge fund letters, conferences and more Interview with Worm Capital's Eric Markowitz and Dan Crowley
Below is a partial excerpt from both pages followed by link to each full page, which can also be found under Value Investors tab on the top of the page.
Greenberg and his partner, John Shapiro founded Chieftain Capital Management during 1984. From 1984 through 2000, Chieftain achieved a compounded annual growth rate of 25% on its investments, before fees. The S&P 500 achieved a return over 16% over the same period. Annual returns through 2010 were 18%, after which the firm split into two entities as a result of conflict among partners. Up until 2008 Greenberg had achieved a record that was as good, or better, than that of Warren Buffett.
See full page here.