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Bram de Haas
Bram de Haas
Articles (334)  | Author's Website |

The Value Investor That Beat Michael Jordan

Summary of an interesting interview with guru John Rogers of Ariel Investments

April 12, 2019 | About:

On April 11, John Rogers (Trades, Portfolio) of Ariel Investments appeared on CNBC in an interesting and lengthy interview. The most surprising new thing I learned is that he beat Michael Jordan 1-on-1. At basketball! I searched for the proof and you can find it below. Certainly, the only value investor with this distinction. However, just like Warren Buffett (Trades, Portfolio), he doesn't use a computer or email, which is rather surprising as well.

How to invest

Rogers offers a few general but interesting pointers on investing if you are starting out:

  • The most important thing is to get started. Start playing the game. Once he got started he was always looking for extra money to invest. Once you are in it you will love learning about it.
  • Think long term. He carries around a reminder by Warren Buffett (Trades, Portfolio) about how the Dow marched on catastrophe after catastrophe.
  • Invest in what you understand. Don't chase hot new concepts. Invest in things you can own for the long run.

This is the GuruFocus portfolio map of his current holdings:

ac2449d0-5d0b-11e9-a08d-cf5fc33c79f3.png

Rogers is on the board of McDonalds (NYSE:MCD) and Nike (NYSE:NKE) and has been on the boards of banks and insurance companies in the past. These are potentially areas where he is more knowledgeable than your average value guru. Rogers tends to hold on to stocks for a very long time. Perhaps most interesting are the new buys such as Knowles Corp (NYSE:KN), Masco Corp (MAS), Tiffany & Co (NYSE:TIF), Molson Coors Brewing Co. (NYSE:TAP) and the Alithyia Group (NASDAQ:ALYA).

Disclosure: no positions in any stock mentioned.

Read more here: 

Steve Eisman Is Shorting These 3 Canadian Banks 

Ray Dalio: The Dollar Could Depreciate 30%

Jeffrey Gundlach: US Recession at Least 4 to 6 Months Away 

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About the author:

Bram de Haas
Bram de Haas is the managing editor of The Black Swan Portfolio.

Visit Bram de Haas's Website


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