Models to follow

Almost everybody on earth wants to have a model to follow. For some people, it’s Jesus. For others, it’s Barak Obama, Adolf Hitler or even Bon Jovi.

And for us, investors, who is it? We don’t believe in religion, we’re too rational for that. We don’t give a fuck about god, about Wayne Gretzky or about Bob Marley. Our only god is money. We jerk off in our bed thinking about money. When we fuck a girl, we think about money. Nothing else matters, like would sing Metallica. 

If you’re on this website, the probability that Jason Donville is one of your model is high. But what about other investors? There's not only Jason Donville out there. There’s also some other excellent fuckers that have the capacity to turn 1 cent into 2 cents in a couple of years. With that ability, they could become millionaires in a couple of centuries. Holy fuck, I'm such a clown. 

On the website www.dataroma.com, we can see the portfolio value of many superinvestors over a period of time. I’ve completed a list of 6 investors who deserve attention and 3 other investors who deserve inattention. 

I’ve never cared about value investing and the results of these three investors confirm me that value investing isn’t as powerful as growth investing.

Investors to follow (growth investors)

Carl Icahn

Portfolio value 2013 : 21,5 billion dollars

Portfolio value 2015 : 32,1 billion dollars

Bill Ackman 

Portfolio value 2010 : 3,32 billion dollars

Portfolio value 2015 : 15 billion dollars

David Einhorn

Portfolio value 2010 : 2,93 billion dollars

Portfolio value 2015 : 7,5 billion dollars

Robert Goldfarb (Sequoia Fund)

Portfolio value 2010 : 2,26 billion dollars

Portfolio value 2015 : 7,5 billion dollars

Seth Klarman

Portfolio value 2010 : 1,64 billion dollars

Portfolio value 2015 : 5,81 billion dollars

Lou Simpson

Portfolio value 2012 : 1 billion dollars

Portfolio value 2015 : 2,91 billion dollars

Investors to avoid (value investors)

Bruce Berkowitz

Portfolio value 2010 : 8,34 billion dollars

Portfolio value 2015 : 4 billion dollars

Eddie Lampert (Sears)

Portfolio value 2010 : 12,3 billion dollars

Portfolio value 2015 : 2,24 billion dollars

Prem Watsa (Fairfax)

Portfolio value 2010 : 3,24 billion dollars

Portfolio value 2015 : 1,42 billion dollars

Information is knowledge, knowledge is power. You’ve got the power.

Just remember the first 6 names and Jason Donville and you’ll have great models to follow.