Allan mecham interview Jun 24, 2019 · The man behind these numbers is Allan Mecham. Best. You can also read the 400% Man article from a few years back to get a better idea of how Mecham thinks about investing, which I think is a very prudent way to allocate capital. I spent all of last weekend pouring over his letters (s/o to Focused Compounding for the post) and there is plenty of nuggets to share. He isn’t afraid to allocate a large percentage of his Fund’s capital to a few select names. ” From the piece: Exclusive Interview with Allan Mecham. ” It’s only fitting that Mecham has invested 29% of his portfolio in Berkshire Hathaway stock. Open comment sort options. One of my favorite investors is Allan Mecham. Aug 16, 2019 · Allan Mecham, “the 400% Man. Allan Mecham on his favorite books Exclusive Interview with Allan Mecham . Mecham is a value investing legend that flies under the radar. You’re probably asking, Who is Allan Mecham? Forbes wrote an article about him called, Is This The Next Warren Buffett? Marketwatch wrote an article about him titled, The 400% Man, but most investors have never heard of him. ” Back in 2012 Brett Arends wrote a Marketwatch article on Mecham, entitled “The 400% Man. Jul 11, 2018 · Allan Mecham (Arlington Value Management) Manual of Ideas – Allan Mecham Interview (pdf) The 400% Man (Marketwatch) Is This The Next Warren Buffett? (Forbes) The Oracle of Salt Lake City (ComplianceX) Arlington Capital Presentation – Avoid the Deadly Sins (pdf) Arlington Value 2013 Letter (pdf) Arlington Value 2014 Letter (Valuewalk) Exclusive Interview with Allan Mecham. more on this topic here and more here. Top. txt) or read online for free. Allan Mecham (Arlington Value Management) Manual of Ideas – Allan Mecham Interview (pdf) The 400% Man (Marketwatch) Is This The Next Warren Buffett? (Forbes) The Oracle of Salt Lake City (ComplianceX) Arlington Capital Presentation – Avoid the Deadly Sins (pdf) Arlington Value 2013 Letter (pdf) Arlington Value 2014 Letter (Valuewalk) Allan Mecham is a quality investor with a patient, disciplined approach. com, our goal is simple: to democratize knowledge and promote a love for reading Exclusive Interview Exclusive Interview with Allan Mecham . We recently had the pleasure of interviewing Allan Mecham who heads Arlington Value Management. Sep 24, 2020 · We recently had the pleasure of interviewing Allan Mecham who heads Arlington Value Management. Share Add a Comment. Scribd is the world's largest social reading and publishing site. Jul 27, 2021 · Here are some things I took away from the interview: Mecham’s returns are outstanding, around 18% annually over the past decade, trouncing the S&P. Attention! Your ePaper is waiting for publication! By publishing your document, the content will be optimally indexed by Google via AI and sorted into the right category for over 500 million ePaper readers on YUMPU. We are pleased to bring you this interview exclusively in Portfolio Manager’s Allan Mecham Interview - Free download as PDF File (. Sep 27, 2016 · It is our pleasure to bring you the following interview with Allan Mecham, portfolio manager and partner at Arlington Value Capital, based in Salt Lake City, Utah. We are pleased to bring you this interview exclusively in Portfolio Manager’s Review. Sort by: Best. Jan 12, 2025 · Allan Mecham (Arlington Value Capital) - Letters to Investors (2008-2016) - Letter to Investors - 2007 - Letter to Investors - 2006 - Investor Presentation - 12/2014 - WSJ Article (2012) - "The 400% Man" - MW Article (2013) - "The Latest Bold Bet of the 400% Man" - Manual of Ideas Interview (2010) (6 pages) - Manual of Ideas Interview (2016) (3 allan-mecham-interview. I’ve gone ahead and whittled down Mecham’s insights into five recurring lessons from his letters (spanning from 2008 – 2017) that are worth reviewing. pdf), Text File (. Merry Christmas and Happy Holidays to everyone. At first glance, it's hard to feel sorry for the head of Arlington Value Management who, at 34 years old, logged a 400% return over the 12 years to 2011. Dec 20, 2018 · Investing, Allan Mecham, Interview Collection opensource Language English Item Size 3994705. For example, we saw earlier where Mecham allocated 18% of his funds to Autozone. in the middle of them is this Exclusive Interview With Allan Mecham The Manual Of Ideas that can be your partner. Addeddate 2018-12-20 23:36:51 Identifier Apr 5, 2010 · We had the pleasure of interviewing Allan Mecham who heads Arlington Value Management. Interview With Allan Mecham The Manual Of Ideas and numerous books collections from fictions to scientific research in any way. The conversation encapsulates themes such as psychology, behaviour, and risk management while highlighting the importance of discipline, a deep understanding of business fundamentals, and a focus on long-term value creation. Jun 23, 2014 · Interview with Allan Mecham. After acquiring Italian steelmaker Ilva, ArcelorMittal is now setting its sights on acquiring Essar Steel in India. Dec 22, 2014 · The interview touches on these points, as well as a few other aspects of investing that are interesting. Interview with Allan Mecham Interview/Profile docdroid. We are pleased to bring you this interview exclusively in Portfolio Manager’s . Here are some notes: Some qualitative things to consider that provide value that don’t show up in the numbers: - Brands - Mindshare - Customer Base - Exclusive Distribution Rights Jun 12, 2019 · This is the recipe for average, something Allan recognized early on in his Fund’s existence. The value-focused manager has often been called the “Next Warren Buffett. northtexassurgery. Feb 5, 2022 · Mecham’s stunning success is evidence that an intelligent, thoughtful and sensible investor who does his homework and keeps out distractions can indeed produce superior long-term investment returns. (Disclaimer: This article is based on Allan Mecham's investor letters and interviews) Attention! Your ePaper is waiting for publication! By publishing your document, the content will be optimally indexed by Google via AI and sorted into the right category for over 500 million ePaper readers on YUMPU. These numbers are net to his investors, so his gross returns of course are even better than that. Allan Mecham keeps a concentrated portfolio of around 12 – 15 businesses. We also hope to have more (and exclusive info on Allan) to ensure you do not miss coverage sign up for our free newsletter. Exclusive Interview with Allan Mecham. Let’s Aug 22, 2024 · Allan Mecham managed Arlington Value Capital Management in Salt Lake City until he retired in 2020. The firm has established an impressive ten-year record, including a positive return in 2008 despite no reliance… Dec 26, 2014 · This weekend I came across a link to an excellent Manual of Ideas interview with Allan Mecham that I've read before, but I decided to read through it again. pdf - Free download as PDF File (. net Open. New. Exclusive Interview With Allan Mecham The Manual Of Ideas Exclusive Interview with Allan Mecham, The Manual of Ideas: A Visionary's Journey A conversation with the founder of one of the most unique and influential creative agencies in the world, exploring the genesis, philosophy, and future of The Manual of Ideas. Jun 25, 2019 · Spare a thought for Allan Mecham. Tom Gayner is the CEO of Markel Corp and a Director of The Coca Cola Company. The firm has established an impressive ten-year record, including a positive return in 2008 despite no reliance on short selling. He wants to find quality businesses with durable competitive advantages and good management. Controversial Exclusive Interview With Allan Mecham The Manual Of Ideas 4 Exclusive Interview With Allan Mecham The Manual Of Ideas At www. 1. Michael Lee-Chin Exclusive Interview With Allan Mecham The Manual Of Ideas Exclusive Interview with Allan Mecham, The Manual of Ideas: A Visionary's Journey A conversation with the founder of one of the most unique and influential creative agencies in the world, exploring the genesis, philosophy, and future of The Manual of Ideas. India is seen as the next major growth market for steel as China's demand growth slows. Allan Mecham interview. Apr 25, 2024 · In a 2010 interview, Allan Mecham, former partner at Arlington Capital, sat down with the Manual of Ideas to his investment philosophy. pvsd gncj fao ctz flspi gotb jtyp ifi paina cssszpub alxgn isb lojiyf iuqb pdwru