InvestED: Episode 143- Phil’s Favorite Gurus: Allan Mecham [Live from San Diego]

This week on InvestED, Danielle and I are coming to you live from San Diego, California to continue our discussion on investing gurus and to reveal one guru that Phil follows. Take a look into Allan Mecham’s portfolio with us.

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In Episode 143 You’ll Learn:

  1. How to figure out which investors are best to emulate.
    1. Here’s a hint: Take a look at their portfolio…. Do the top 5 stocks make up over 50%?
  2. Which tools to look at when you are trying to find gurus to follow:
    1. Very Broad: Gurufocus (Lists All Gurus)
    2. Broad: Dataroma (Top 100 Gurus)
    3. Focused: Rule #1 Investing Toolbox
  3. An overview of a hedge fund manager that Phil personally follows, Allan Mecham
    1. Allan’s top 5 stocks make up 67% of his portfolio:
        1. 22.5% in Berkshire Hathaway Inc. Class B (BRK.B)
        2. 12.5% in Interactive Brokers Group, Inc. (IBKR)
        3. 12.4% in AutoNation, Inc. (AN)
        4. 11.2% in Leucadia National Corp. (LUK)
        5. 9% in Monro Inc. (MNRO)
  4. When to go with your own analysis and when to seek advice from what your favorite gurus are doing.
  5. Coming Up Next Week: We’ll talk about another guru that Phil admires: Mohnish Pabrai.

Show Notes:

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Phil Town is an investment advisor, hedge fund manager, two-time NY Times best-selling author, ex-Grand Canyon river guide and a former Lieutenant in the US Army Special Forces. He and his wife, Melissa, share a passion for horses, polo and eventing. Phil’s goal is to help you learn how to invest and achieve financial independence. You can follow him on google+, facebook, and twitter.

  • zplane

    I love that we are going through and talking about various Gurus. However, I have to say what everyone is thinking. YOU are the Guru we want to hear more about. It’s great to go through and hear about what Uncle Buffett, Allan Mecham, Guy Spier, etc. all have in their portfolio’s, but you’re the Rule One godfather. We’re your pupils and would love to hear about your portfolio (and of course we would expect/understand the legal disclaimers that “…this is for entertainment purposes…yadayada…) Thoughts?