netnet Posted June 12, 2015 Share Posted June 12, 2015 I found that a portfolio manager named Jason Donville was mentioned in nearly every article about CSU. Donville is very generous about sharing his thoughts in his quarterly letters and on BNN. His writings provided me with a good way to think about M&A driven firms: http://www.donvillekent.com/roe-reporter.php AFAIK, he first mentioned CSU in 2009. thanks for the heads up, Donville's letters to investors are great. Link to comment Share on other sites More sharing options...
Simple Investor Posted July 31, 2015 Share Posted July 31, 2015 I wrote something up on Chemed Corporation CHE. They have compounded at 28% since 2003 in some very basic businesses. Kevin McNamara is the CEO and should be in consideration for this list. Trades at a PE of 25. write up http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/che-chemed-corp/msg229878/#msg229878 Link to comment Share on other sites More sharing options...
Guest wellmont Posted July 31, 2015 Share Posted July 31, 2015 i don't think energy ceos get a lot of credit because they are in commodity businesses and always subject to price moves. murray edwards created a ton of value in energy. But i believe michael rose of tourmaline oil (alberta) belongs on the list for both operations and capital allocation skill. i think he knows how to create real LT value and does his best work when times are tough in the patch. he's conservative, understates his assets, and under promises and over delivers. rose sold his last company in early 2008 at the very top of the last cycle to shell. he was able to get financing right away and bought 1m+ acres in alberta/bc during 2009 downturn after prices had cratered, when nobody else had any money. rose has been buying assets in western canada over the last year from distressed sellers. he just bought 5,000 shares of tou on the open market last week. :) Link to comment Share on other sites More sharing options...
BargainValueHunter Posted July 31, 2015 Share Posted July 31, 2015 TIAA-CREF Link to comment Share on other sites More sharing options...
CONeal Posted August 1, 2015 Share Posted August 1, 2015 TIAA-CREF I'm interested in your thoughts behind your selection. Link to comment Share on other sites More sharing options...
TorontoRaptorsFan Posted August 1, 2015 Share Posted August 1, 2015 3G, Apple, and Brookfield Asset Management Link to comment Share on other sites More sharing options...
bci23 Posted August 3, 2015 Share Posted August 3, 2015 Hubert Joly/Sharon McCollam - Best Buy Link to comment Share on other sites More sharing options...
rb Posted August 4, 2015 Share Posted August 4, 2015 Ed Clark at TD Bank. Recently retired but transformed the whole culture at TD Link to comment Share on other sites More sharing options...
Guest longinvestor Posted August 10, 2015 Share Posted August 10, 2015 Cos that BRK buys. Like PCP, a $37 B endorsement of good management Link to comment Share on other sites More sharing options...
bci23 Posted August 12, 2015 Share Posted August 12, 2015 Chris Shackelton/Jim Lindstrom - PRSC Link to comment Share on other sites More sharing options...
rb Posted August 12, 2015 Share Posted August 12, 2015 Chris Shackelton/Jim Lindstrom - PRSC because? Link to comment Share on other sites More sharing options...
sc2248 Posted August 12, 2015 Share Posted August 12, 2015 I assume we're trying to move past the obvious ones, like BRK, FFH, MKL, QSR, etc... Here are some of my favorites: Charter Communications (CHTR): I believe Tom Rutledge is the best cable (media distribution) CEO in the U.S. Liberty Global (LBTYA): Mike Fries is the Tom Rutledge of Europe Liberty Complex (LMCA, LVNTA, QVCA, LBRDA, LTRPA): Greg Maffei. Excellent capital allocator. Link to comment Share on other sites More sharing options...
sc2248 Posted August 12, 2015 Share Posted August 12, 2015 LBTYA - Mike Fries CHTR - Thomas Rutledge LMCA - Greg Maffei Beat me to it Merkhet! ;) Those guys are the cream of the crop in media distribution and capital allocation in the sector... Link to comment Share on other sites More sharing options...
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