
Ted Seides on the World’s Elite Money Managers
Masters in Business
How to Get Someone's Attention
I was managing project partners as a hedge fund to funds in the mid 2000s. We were short subprime mortgages with John Bewles crushing it. I read a statement and my thought was, look, he's Warren Buffett, but he just made a really bad bet because for all the reasons you just said the S&P was trading it all time highs. And so I wrote him a one page letter and I didn't have a hard car. So I sent it snail mail. And he sent back through his assistant, a PDF with a little chicken scratch response.
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