Peter M. Lupoff, founder of Tiburon Capital Management, recently invited me to his New York City office for a one-on-one conversation. We together explored his personal investment philosophy and the broader strategy of Tiburon.
Our discussion had so many insights that this posting will focus specifically on Peter, with a later posting focused solely on Tiburon’s unique investment methodology: BRACE.
Peter M. Lupoff on Influences from Marty Whitman
Peter M. Lupoff on Lessons Learned from Izzy Englander