He is one of the most astute stock pickers, learning an industry from the top down, and getting into the details of companies from the bottom up.
“Super Mario” as he has been nicknamed looks at stocks as if he purchasing the entire company. He looks at factors such as growth rates, business advantages, valuation, and margin of safety. His term returns have compounded at 16.9% over the course of 39 years.
Next week, we speak with Jeff Maggioncalda, co-founder and former CEO of Financial Engines.