Warren Buffett - the classic. Problem is, Berkshire has been utterly clobbered recently. Just buying and holding it may not be enough. Also, as Andrew Horowitz points out, he is more of a business man, he has the leverage to do things normal investors cannot. And he can speak to the CEOs directly and they will listen.
Andrew Horowitz - aka, The Disciplined Investor. I like this guy for two reasons:
- He's friend's with John C. Dvorak, of whom I am a great fan
- He's made money during 2008
Mike Shedlock - aka, globaleconomicanalysis.blogspot.com. I like this guy for two reasons:
- He's friend's with Andrew Horowitz
- He's made money during 2008
I'm considering adding a fourth man to this group:
Michael O'Higgins - author of How to Beat the Dow with Bonds. He saw the crash coming and I presume positioned himself accordingly. I must get a copy of his book and learn what he knows. It is quite possible, however, that he could be a Peter Schiff type character, a person who say 2008 coming, but still suffered horrendous losses.
I'm off to read "The Disicplined Investor" and see what Mr. Horowitz has to each.
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