I don't have any current info. on Mike or the status of his fund Scion. Nothing I see is currently reported at Google either.
Maybe somebody here who's been an investor with Mike/Scion or currently corresponds with him can update you here or with a p.m.
Jim Clarke came back for a few posts, but there's been nothing for a while. I assume these guys somehow still work in the investment business and at levels where they have to limit their public comments. I'd like to believe though, they're filthy rich, semi or fully-retired (Do value investors EVER retire?), and are summering in the south of France close to their yachts--- or small boats at the least. -g-
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Aside for those who weren't around back in the day: Mike started this thread. He and Jim C were among the most respected of value investors. Jim brought a Graham perspective from the Columbia school. Mike was sharp, a quick learner, imaginative in finding investing opportunities yet conservative (the margin-of-safety had to be there), articulate in making his case, and aggressive in advancing value investing (starting threads, a website, and eventually a hedge fund). Jim was a professional analyst and fund manager - his picks were, if I remember right - ALL backed up with strong analytical support, insights that a professional analyst acquires, and much deliberation.
Of course what ultimately mattered was could these guys pick stocks (that went up), and more importantly (-g-), could you profit from their suggestions? Yes and Yes! |
