Profile 7 min read

Lessons from Mario Gabelli

Mario Gabelli built GAMCO Investors by estimating what a private buyer would pay, then waiting for a catalyst. His Private Market Value approach combines cash flow, durable franchises, industry consolidation, and a relentless commitment to outworking competitors.
Profile 10 min read

Lessons from David Rolfe

David Rolfe is Chief Investment Officer at Wedgewood Partners, where he applies traditional value discipline to high-growth businesses in a concentrated portfolio. His work asks how quality, price, and time arbitrage can update investing without abandoning rigor.
Profile 9 min read

Lessons from Bill Nygren

Bill Nygren has managed the Oakmark Fund by adapting Graham and Dodd principles to an asset-light economy. His “Oak accounting” treats research, development, and brand spending as investments, exposing value that conventional expense-based metrics can obscure.
Profile 8 min read

Lessons from Nick Train

Nick Train co-founded Lindsell Train and practices a concentrated approach to consumer staples and data franchises. His focus on durable brands and unreplicable data tests whether investors can withstand severe underperformance without abandoning long-term conviction.
Profile 9 min read

Lessons from Pat Dorsey

Pat Dorsey founded Dorsey Asset Management after leading equity research at Morningstar. His moat framework identifies structural defenses against competition, connecting competitive strategy, capital allocation, and valuation in a practical test of business durability.
Profile 9 min read

Lessons from Peter Cundill

Peter Cundill, a Canadian investor, searched globally for companies below liquidation value. He adapted Benjamin Graham’s net-net method through obsessive journaling and a strict “Sell Half” rule, balancing hidden assets against the psychological strain of deep value.
Profile 7 min read

Lessons from Chris Davis

Chris Davis is a third-generation investor and Chairman of Davis Advisors, guided by his family’s long-term value principles. His frameworks connect market survival and business quality with a harder problem: structuring wealth around predictable human weakness.
Profile 9 min read

Lessons from Tom Russo

Tom Russo invested in family-controlled consumer brands at Gardner Russo & Quinn. His “capacity to suffer” explains why strong businesses accept short-term pain to fund long-term growth, rewarding patience, tax-deferred compounding, and indifference to quarterly noise.

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