Dr. Henry Singleton, The SULTAN of Buybacks

singletonAny student of investing would do well to supplement his study of Buffett with the below case study on Henry Singleton. Guess who learned and copied Singleton in how he managed Berkshire Hathaway?

One investor, Leon Cooperman, helped his career enormously by investing and staying with his Teledyne investment.

Case Studies:

PS: A reader delved in the book on Teledyne’s history by interlibrary loan. The book, A Distant Force recounts a manager’s experience with Teledyne.

 A reader writes, “I came across this website in a recent HBR entry discussing the Mittlesland which was really thought provoking and adds a tilt to our competitive analysis studies…”
They use case studies!
Thanks for that reader’s generous sharing of ideas and links.

Have a Great Weekend!

6 responses to “Dr. Henry Singleton, The SULTAN of Buybacks

  1. Does anyone know where to get data on companies making buybacks?

    • January 11, 2013

      Charlie Munger’s 3 Places to Find Stocks

      by Geoff Gannon


      Market Folly links to an interview Mohnish Pabrai gave to The Motely Fool. In that interview, Pabrai mentions 3 places Charlie Munger said you should look for stocks. Munger said to look for stocks that:

      1. Great investors are buying

      2. Are reducing their share count

      3. Are being spun-off

      For #1 you can read the Market Folly blog, go to GuruFocus, or subscribe to the Hedge Fund Wisdom Newsletter.

      For #2 you can read Value Line, go to GuruFocus, or go to Morningstar.

      And for #3 you can go someplace like StockSpinoffs.com.

      Talk to Geoff

  2. Wow, the Northwestern professor quoted in the column should feel silly now if he didn’t already!

    • Something I think about here is the drive created by having your own money on the line. Even in the industry that I work, I get the impression that I’m thinking more about certain things than others because I have my own money in the line. Everything just matters a ton more. I don’t expect a professor to have his own money on the line.

  3. gotta love this blog.

    the best of the internet

    Belgian Guy

  4. Pingback: Dr. Henry Singleton, The SULTAN of Buybacks | Fifth Estate

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