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Advent Software, Inc. Message Board

  • kunjamukkid kunjamukkid Nov 28, 2002 8:50 PM Flag

    Who is Spo Advisory?

    Looks like they have been filing as they make their purchases

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    • John Scully, Bill Patterson, Bill Oberndorf. Long only, very concentrated investors, managing investments both in public markets, and leveraged, controlled businesses on behalf of wealthy individuals (themselves, the Fisher family - of Gap fame, etc.). They helped create Plum Creek, have been major owners of luxury hotels (from the early 90s). The firm is one of the descendants of the original Bass family investment group that also spawned TPG, Oak Hill and others. When Buffett was asked once who is a good example among the modern generation of investors carrying on the Graham/Fisher/Buffett investment legacy, he mentioned Bill Oberndorf by name. Their average cost in ADVS is around $16.

      • 1 Reply to jm2421
      • Based on the SPO investor profile in this thread, one would conclude this is a great value investment. Aren't there a lot of software firms with similar profiles?


        John Scully, Bill Patterson, Bill Oberndorf. Long only, very concentrated investors, managing investments both in public markets, and leveraged, controlled businesses on behalf of wealthy individuals (themselves, the Fisher family - of Gap fame, etc.). They helped create Plum Creek, have been major owners of luxury hotels (from the early 90s). The firm is one of the descendants of the original Bass family investment group that also spawned TPG, Oak Hill and others. When Buffett was asked once who is a good example among the modern generation of investors carrying on the Graham/Fisher/Buffett investment legacy, he mentioned Bill Oberndorf by name. Their average cost in ADVS is around $16

 
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