He seems to be very popular with you guys. What do you think about his style? Is he a potential fund manager you would invest with instead of indexing?
Yes.
I love how he values companies, and I love that he thinks long term. I love his transparency in his thinking. I don't think I'd ever have to worry about him gambling on some options play to make up for short term losses (see Owen Li and Canarsie Capital for a
recent example). I think he'd be cool when a crash comes, and be able to evaluate the best opportunities.
I think he would do all of these things much better than I could myself, and could generate positive alpha on a long timeline.
It would come down to how much he charged though. If the fees were too much, IDK that he could generate enough. That would be the deciding factor for me, because of the type of investments he makes (solid, long term), they're not explosive growth. And I'm good with that, that's what I want, but it also means there isn't enough to offset high fees.
My recommendation for the vast majority though is index funds. As is his.