Your top 5 investors

[moneybagz]

Hi,

Who do you most respect/follow/listen to in the financial world?

My top 5:
Warren Buffett
Ray Dalio
Howard Marks
Jim Rogers
Marc Faber

Cheers

[tjh290633]

I don't listen to anyone in particular. I do my own research and do my own thing.

TJH

[dealtn]

Probably have Charlie above Warren in my ranking, and agree about Howard.

[SalvorHardin]

1) Nick Train (Finsbury Growth and Income). His style is much like mine; look for companies with strong international brands (I hold 4 of Finsbury's 10 largest investments; Unilever, Diageo, Burberry, Mondelez International). There are videos on Finsbury's website where he talks about some companies and his style.

2 & 3) Warren Buffett & Charlie Munger. Can't have one without the other . Munger is especially interesting when he looks at matters other than investment.

His 1995 lecture "The Psychology of Human Misjudgment", about behavioural psychology and irrationality, is well worth a listen. It's on YouTube, link below:

https://m.youtube.com/watch?v=pqzcCfUglws

4) Bruce Flatt (CEO of Brookfield Asset Management, a global real asset investor and manager). My Brookfield shareholding is much larger nowadays than my Berkshire Hathaway holding.

Brookfield bought Howard Marks' company "Oaktree" last year. Marks is now a director of Brookfield.

I'm struggling to find a fifth name who I pay much attention to. Maybe Prem Watsa of Fairfax Financial, or Mark Mobius who used to manage Templeton Emerging Markets.

Marcus Phayre-Mudge of TR Property Investment Trust is very good for European property. I made about 200% in just over 3 years on the Paris property specialist Terreris, which I would never have heard of Terretis were not for him mentioning it in an interview.

I used to pay attention to Jim Rogers (his book "Investment Biker" is excellent) but he's turned into a permanent bear (every year nowadays he predicts a crash).

[SalvorHardin]

Thinking about this a bit more, I'd put Nassim Taleb as my 5th name.

Whilst he doesn't manage other people's money, his commentary on financial matters is very incisive. Especially his book "Skin in the game" where he dismisses pundits with "Don’t tell me what you think, tell me what you have in your portfolio"

[Dod101]

I would certainly put Nick Train in the top five and I guess Warren Buffett and Charlie Munger. If we are saying of all time then Peter Lynch and Benjamin Graham would make up my five.

The OP mentions Marc Faber. I have not heard anyone speak of him for a long time. Funnily enough I have a couple of his books and the one I liked best was The Great Money Illusion.

Dod

[fca2019]

Terry Smith, Bill Gates, Jeff Bezos, Warren B, Charlie Munger. All fantastic business leaders and investors.

[Backache]

I'd put Jack Bogle and Burton Malkiel up there as well.

[LooseCannon101]

I also rate John Kay and Mervyn King.

John wrote an excellent book on investing - 'The Long and the Short of It' which has a great list in the back describing most financial terms.

Mervyn wrote an excellent book on the financial crisis of 2008 - The End of Alchemy.

[flyer61]

Terry Smith
Nick Train
Graeme Hart
Charlie Munger
Salvor Hardin

[SalvorHardin]

Terry Smith
Nick Train
Graeme Hart
Charlie Munger
Salvor Hardin

I am humbled . Though Hari Seldon is a much better forecaster - he's one of those rare things, an academic whose forecasts are actually correct

https://en.wikipedia.org/wiki/Hari_Seldon

I do however have much better quotations:

"Violence is the last refuge of the incompetent."

"It pays to be obvious, especially if you have a reputation for subtlety."

"An atom-blaster is a good weapon, but it can point both ways."

"To succeed, planning alone is insufficient. One must improvise as well."

"Only a lie that wasn't ashamed of itself could possibly succeed."

"Nothing has to be true, but everything has to sound true."

"Never let your sense of morals prevent you from doing what is right!"

https://en.wikipedia.org/wiki/List_of_Foundation_series_characters#Salvor_Hardin

"On Why Salvor Hardin Is The Best"

https://medium.com/@akhiluk/on-why-salvor-hardin-is-simply-the-best-74948711e136

This is definitely a late Friday afternoon after-work post!