OnTheShouldersOfGiants Posted March 4, 2014 Share Posted March 4, 2014 Todd and Ted were on CNBC yesterday with Buffett. The two were asked which investors they admire other than Charlie or Warren. Todd mentioned Tom Bancroft, has anyone heard of him? Ted said he admired David Tepper, that surprised me! Link to comment Share on other sites More sharing options...
Palantir Posted March 4, 2014 Share Posted March 4, 2014 ^A mention here: http://books.google.com/books?id=V-JlVl_dPFwC&pg=PA46&lpg=PA46&dq=Tom+Bancroft,+investor&source=bl&ots=2TOGnZRoC-&sig=PsEMt_LJL7rc5tirBydH_RDXVXc&hl=en&sa=X&ei=sAwWU_CMCKeL2AXcyICoCw&ved=0CEoQ6AEwBA#v=onepage&q=Tom%20Bancroft%2C%20investor&f=false Link to comment Share on other sites More sharing options...
constructive Posted March 4, 2014 Share Posted March 4, 2014 Bancroft runs Makaira, a $540M fund. WAIR Wesco Aircraft Holdings 18.07% LINTA Liberty Media Interactive 15.82% CDW Cdw Corp 14.35% IRM Iron Mountain Inc 11.33% CVA Covanta Holding Corp 11.03% VRSN Verisign Inc 8.96% CPLA Capella Education 8.41% CXW Corrections Corp of America 7.72% TWC Time Warner Cable Inc. 4.32% I think value investors generally underestimate Tepper. Like Soros he's a great value investor, plus he has an incredible intuition. Link to comment Share on other sites More sharing options...
Yours Truly Posted March 4, 2014 Share Posted March 4, 2014 Bancroft runs Makaira, a $540M fund. WAIR Wesco Aircraft Holdings 18.07% LINTA Liberty Media Interactive 15.82% CDW Cdw Corp 14.35% IRM Iron Mountain Inc 11.33% CVA Covanta Holding Corp 11.03% VRSN Verisign Inc 8.96% CPLA Capella Education 8.41% CXW Corrections Corp of America 7.72% TWC Time Warner Cable Inc. 4.32% I think value investors generally underestimate Tepper. Like Soros he's a great value investor, plus he has an incredible intuition. He was formerly a portfolio Manager of Equity Portfolio at GEICO a division of Berkshire Hathaway... it's good to see that he is a fan of John Malone Link to comment Share on other sites More sharing options...
ZenaidaMacroura Posted March 4, 2014 Share Posted March 4, 2014 Todd and Ted were on CNBC yesterday with Buffett. The two were asked which investors they admire other than Charlie or Warren. Todd mentioned Tom Bancroft, has anyone heard of him? Ted said he admired David Tepper, that surprised me! He does give off a sort of megafund honcho vibe on Bloomberg/Cnbc but I assure you Tepper is brilliant. He is a tried and true value investor in his distressed debt positions and if you've ever heard him speak in person (and take questions - answering "of the cuff") you wouldn't have trouble seeing why. I think he's easily one of the top 5 investors living today. Link to comment Share on other sites More sharing options...
dpetrescu Posted March 5, 2014 Share Posted March 5, 2014 Looks like they share Liberty and Verisign. Link to comment Share on other sites More sharing options...
OnTheShouldersOfGiants Posted March 5, 2014 Author Share Posted March 5, 2014 Thanks everybody for the great information. This board is an incredible resource. Link to comment Share on other sites More sharing options...
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