That would be Warren Buffett, Jim Rogers and Mohnish Pabrai.
Read the instightful analysis by Jeff Anello over at the Circle of Competence.
I disagree slightly with Jeff’s comment that Rogers is usually “leveraged to the hilt”. I think that was true in the Soros days, but I don’t think that’s necessarily true today. In one book I read, can’t remember which one, he mentions how crazy they were being overleveraged (referring to the past).
