Value Investors Club

The Investors

33 legendary value investors, oldest first. Open any one to see the books they’ve publicly recommended, with the source for each.

Benjamin Graham

Benjamin Graham

Father of Value Investing

Invented value investing — and taught Warren Buffett at Columbia.

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David Dodd

Columbia Business School

1

Co-wrote 'Security Analysis' with Benjamin Graham — the book that founded value investing.

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Maurece Schiller

Special-situations investing

1

The father of special-situations investing — near-riskless profits from spin-offs, arbitrage and liquidations.

Philip Fisher

Philip Fisher

Growth-at-value pioneer

The growth pioneer who shaped how Buffett picks businesses.

John Templeton

John Templeton

Templeton Growth Fund

2

Pioneer of global contrarian investing — he bought at the point of maximum pessimism.

Walter Schloss

Walter Schloss

Walter J. Schloss Associates

2

Graham's disciple who beat the market for 45 years with a tiny team.

Charlie Munger

Charlie Munger

Berkshire Hathaway

20

Buffett's partner and the patron saint of mental models.

Warren Buffett

Warren Buffett

Berkshire Hathaway

11

The most successful investor of all time — turned a failing textile mill into Berkshire Hathaway.

Chuck Akre

Chuck Akre

Akre Capital Management

3

Master of the compounding 'three-legged stool.'

Peter Lynch

Peter Lynch

Fidelity Magellan Fund

2

Averaged about 29% a year running Fidelity's Magellan Fund.

Bruce Greenwald

Bruce Greenwald

Columbia Business School

5

The professor who trains Wall Street's value investors at Columbia.

Howard Marks

Howard Marks

Oaktree Capital

6

His Oaktree memos are required reading — Buffett opens them first.

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Mason Hawkins

Longleaf Partners

2

Business-owner investing at Longleaf Partners.

Bill Miller

Bill Miller

Miller Value Partners

2

Beat the S&P 500 for a record 15 straight years.

Prem Watsa

Prem Watsa

Fairfax Financial

3

'The Warren Buffett of Canada,' founder of Fairfax Financial.

Terry Smith

Terry Smith

Fundsmith

7

Britain's Buffett: 'buy good companies, don't overpay, do nothing.'

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Thomas Russo

Gardner Russo & Quinn

3

Invests in global brands with the 'capacity to suffer.'

Raamdeo Agrawal

Raamdeo Agrawal

Motilal Oswal

3

Co-founder of Motilal Oswal and one of India's great value-investing evangelists.

Aswath Damodaran

Aswath Damodaran

NYU Stern — 'Dean of Valuation'

5

NYU's 'Dean of Valuation' — he teaches the world how to value anything.

Joel Greenblatt

Joel Greenblatt

Gotham Capital

4

Compounded roughly 40% a year for two decades at Gotham Capital.

Seth Klarman

Seth Klarman

The Baupost Group

8

The 'Oracle of Boston' — his out-of-print book sells for over $1,000 used.

Mohnish Pabrai

Mohnish Pabrai

Pabrai Investment Funds

9

Won a $650,100 charity lunch with Buffett — then built a career 'cloning' him.

Bill Ackman

Bill Ackman

Pershing Square

6

Wall Street's most public activist investor.

Chris Hohn

Chris Hohn

TCI Fund Management

Turned activist investing into billions at TCI.

Guy Spier

Guy Spier

Aquamarine Capital

15

Wrote the most honest memoir in investing after that famous Buffett lunch.

Li Lu

Li Lu

Himalaya Capital

22

The only outside manager Charlie Munger ever trusted with his own money.

Whitney Tilson

Whitney Tilson

Value investor & educator

3

Value investor turned one of finance's best-known educators.

David Einhorn

David Einhorn

Greenlight Capital

The short-seller who called Lehman Brothers before it collapsed.

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Francois Rochon

Giverny Capital

5

Canada's compounding master, famed for his annual letters.

PP

Pulak Prasad

Nalanda Capital

4

Runs one of the world's best-performing funds — by investing like Darwin.

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Nick Sleep

Nomad Investment Partnership

3

The reclusive genius who bet big on Amazon and Costco — then closed his fund and walked away.

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Pat Dorsey

Dorsey Asset Management

4

Morningstar's 'economic moat' guru turned fund manager.

Michael Burry

Michael Burry

Scion Capital

8

The doctor-turned-investor who foresaw the 2008 crash — 'The Big Short.'