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February 1, 2023

The Davis Dynasty

John Rothchild

According to the author, only two ‘stock pickers’ had ever made the Forbes 400 list: Warren Buffett and Shelby Davis. The book traces Davis’ unusual career beginning as a freelance writer, then GOP campaign advisor, and then the head of the New York State Insurance Department. Practicing Peter Lynch’s ‘invest in what you know’ style of investing, Davis eventually quit his job to focus exclusively on investing in insurance companies. He bought insurance companies around the world with leverage and passed down his passion for stocks to his son and grandsons. The Davis family went on to manage billions, and Shelby Davis’ grandson Chris still manages the New York Venture Fund today. The book is an enjoyable look at a focused, successful investor’s journey through both good and bad economic environments and markets.

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