shalab Posted August 17, 2014 Share Posted August 17, 2014 Who in your opinion is the best young investors around? The person has ( or is going to have soon) a vehicle that is accessible, under 50, financially independent... A few names that come to mind: Sanjeev & Alnesh Sham Gad Biglari Gio ( if he opens up Gio holdings ) Packer(?) Link to comment Share on other sites More sharing options...
manualofideas Posted August 17, 2014 Share Posted August 17, 2014 I am definitely forgetting many, but here are a few: Sahm Adrangi Jeremy Deal Daniel Gladis Phil Ordway Jake Rosser Dan Sheehan Rahul Saraogi Isaac Schwartz Todd Sullivan Glenn Surowiec Josh Tarasoff Link to comment Share on other sites More sharing options...
premfan Posted August 17, 2014 Share Posted August 17, 2014 Who in your opinion is the best young investors around? The person has ( or is going to have soon) a vehicle that is accessible, under 50, financially independent... A few names that come to mind: Sanjeev & Alnesh Sham Gad Biglari Gio ( if he opens up Gio holdings ) Packer(?) Bruce Flatt. Great track record and proven. Link to comment Share on other sites More sharing options...
Parsad Posted August 17, 2014 Share Posted August 17, 2014 LOL! Alnesh and I are neither young, nor the best! But we won't ever truly f**k up because of that as well. Cheers! Link to comment Share on other sites More sharing options...
matjone Posted August 17, 2014 Share Posted August 17, 2014 I asked a similar question once and got some responses. If you believe that returns go down as AUM go up, it wouldn't make sense to answer this question. Link to comment Share on other sites More sharing options...
matjone Posted August 18, 2014 Share Posted August 18, 2014 http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/small-investment-funds/ Link to comment Share on other sites More sharing options...
DukeCrow Posted August 18, 2014 Share Posted August 18, 2014 Kevin Byun, Denali Investors Link to comment Share on other sites More sharing options...
Palantir Posted August 18, 2014 Share Posted August 18, 2014 Michael Burry? Link to comment Share on other sites More sharing options...
peter1234 Posted August 18, 2014 Share Posted August 18, 2014 Michael Burry? Certainly. Does he have a new fund now? There have been rumors but have not heard that he is open for business again. Link to comment Share on other sites More sharing options...
no_thanks Posted August 18, 2014 Share Posted August 18, 2014 I am definitely forgetting many, but here are a few: Sahm Adrangi Jeremy Deal Daniel Gladis Phil Ordway Jake Rosser Dan Sheehan Rahul Saraogi Isaac Schwartz Todd Sullivan Glenn Surowiec Josh Tarasoff Would love to hear more about Jeremy Deal's track record. Link to comment Share on other sites More sharing options...
peter1234 Posted August 18, 2014 Share Posted August 18, 2014 I am definitely forgetting many, but here are a few: Sahm Adrangi Jeremy Deal Daniel Gladis Phil Ordway Jake Rosser Dan Sheehan Rahul Saraogi Isaac Schwartz Todd Sullivan Glenn Surowiec Josh Tarasoff Would love to hear more about Jeremy Deal's track record. Apparently 30% gross, 22% net since inception in October 2011. ;) Link to comment Share on other sites More sharing options...
stahleyp Posted August 18, 2014 Share Posted August 18, 2014 I am definitely forgetting many, but here are a few: Sahm Adrangi Jeremy Deal Daniel Gladis Phil Ordway Jake Rosser Dan Sheehan Rahul Saraogi Isaac Schwartz Todd Sullivan Glenn Surowiec Josh Tarasoff Would love to hear more about Jeremy Deal's track record. Apparently 30% gross, 22% net since inception in October 2011. ;) That doesn't really seem that good. That's not too much better than the market. Link to comment Share on other sites More sharing options...
peter1234 Posted August 18, 2014 Share Posted August 18, 2014 I am definitely forgetting many, but here are a few: Sahm Adrangi Jeremy Deal Daniel Gladis Phil Ordway Jake Rosser Dan Sheehan Rahul Saraogi Isaac Schwartz Todd Sullivan Glenn Surowiec Josh Tarasoff Would love to hear more about Jeremy Deal's track record. Apparently 30% gross, 22% net since inception in October 2011. ;) That doesn't really seem that good. That's not too much better than the market. Just to clarify, these are annual returns. Link to comment Share on other sites More sharing options...
stahleyp Posted August 18, 2014 Share Posted August 18, 2014 I am definitely forgetting many, but here are a few: Sahm Adrangi Jeremy Deal Daniel Gladis Phil Ordway Jake Rosser Dan Sheehan Rahul Saraogi Isaac Schwartz Todd Sullivan Glenn Surowiec Josh Tarasoff Would love to hear more about Jeremy Deal's track record. Apparently 30% gross, 22% net since inception in October 2011. ;) That doesn't really seem that good. That's not too much better than the market. Just to clarify, these are annual returns. Right, that's close to the market (depending on the actual inception date). If we start as of 9/30/2011, SPY was at $113.15. Today the SPY is at $197.34. That works out to roughly 24.8% average return (the S&P 500 returns are actually better than this since I'm running it as if it's a full 3 years). And in another 2.2% or so for dividends (average anyway) and that brings us to about 27% Even worse when compared to for IWM which comes in a little less than 28%. Now, unless this guy has had a big cash load during this entire time, I see good but not outstanding performance. 30% sounds great...but we also must realize how tremendous the market has been the past couple years. Link to comment Share on other sites More sharing options...
peter1234 Posted August 18, 2014 Share Posted August 18, 2014 30% sounds great...but we also must realize how tremendous the market has been the past couple years. Agreed. ;) I get market cagr around 20% the following way: For SPY (197/113)^(1/3) = 1.74^(1/3) = 1.20 or 20% cagr. Add in dividends as you point point out and you would be right around his net returns. Link to comment Share on other sites More sharing options...
stahleyp Posted August 18, 2014 Share Posted August 18, 2014 I just went with the arithmetic mean: $197.34- $113.5 = $83.84 / $113.5 = 73.86% / 3 years = 24.6% (plus dividends). Link to comment Share on other sites More sharing options...
yadayada Posted August 18, 2014 Share Posted August 18, 2014 You have to take compounded. Einstein did not called it a world wonder for nothing. Also it depends on your style, but some investors with big outperformance do not outperform much during bull markets. They outperform if the market goes down. I think this was the case in Buffett's partnership days. Link to comment Share on other sites More sharing options...
frugalchief Posted August 23, 2014 Share Posted August 23, 2014 Ryan Morris of Meson Capital Link to comment Share on other sites More sharing options...
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