5 Well-Known Investors & What They Can Teach Us
5 Famous Investors to Dress Up As (or Learn From) This Halloween
Halloween is this weekend, and if you haven’t locked in your costume yet, we’ve got an idea: why not go as one of the world’s most famous investors?
Whether you're skipping the teal “Squid Game” tracksuit or still clinging to Tiger King nostalgia, this list gives you both last-minute costume inspiration and a primer on investment philosophies that have shaped the financial world. And even if dressing up isn’t your thing, there’s plenty of insight here to sharpen your portfolio strategy.
1. Warren Buffett — The Value King
Buffett, CEO and Chairman of Berkshire Hathaway, is one of the most respected investors of all time. He’s known for being a value investor, focusing on underpriced stocks with long-term potential. He digs deep into financials, looking at debt levels, management quality, and margins to find companies the market has overlooked.
Buffett's approach is a reminder that investing isn’t about luck — it’s about doing your homework and trusting that over time, the market will reward fundamentals.
Costume Tip: A suit, a red tie, and a shareholder letter prop will make you instantly recognizable.
2. Carl Icahn — The Activist Force
Carl Icahn made his name by investing in struggling companies and demanding change. From “vulture capitalist” to shareholder activist, his strategy involves using his influence to shake up leadership and unlock value.
Icahn is a champion of fact-based investing — not emotions, not hype. His message: do your research, trust the numbers, and don’t take anything personally in the markets.
Costume Tip: Channel a corporate rebel look with a blazer and a metaphorical axe to grind.
3. Carlos Slim — The Industry Giant
Carlos Slim built an empire by buying businesses and dominating industries — particularly telecom in Mexico. His strategy reflects the value of owning the infrastructure, not just investing in it.
Slim’s success shows the power of seeing where an industry is headed — and getting in early. Forward-thinking beats following the crowd every time.
Costume Tip: A sharp suit, a cellphone prop, and confidence — lots of confidence.
4. Jack Bogle — The Index Innovator
Bogle, founder of Vanguard, created index investing — giving everyday investors access to mutual funds that track the market. His passive investing approach reduces fees, taxes, and complexity for people who want a hands-off strategy.
It’s the opposite of what we do at NEST (our portfolios are actively managed to meet return goals), but Bogle’s influence made the stock market more accessible — and that’s worth celebrating.
Costume Tip: Nerdy-professor-meets-mutual-fund, complete with a vintage Vanguard badge.
5. Cathie Wood — The Disruptor
Cathie Wood, founder of ARK Invest, brought active management to ETFs and earned nearly 100% returns in 2020 by backing breakthrough tech: AI, robotics, blockchain.
Her mantra? “Make sure you’re on the right side of change.” She focuses on innovation, shares knowledge, and uplifts companies shaping the future. Collaboration and curiosity drive both her team and her investments.
Costume Tip: Smart-casual, modern, maybe a futuristic prop or two to signal forward thinking.
Bonus: Sean McDougle — NEST’s Own Investor to Watch
While you won’t find him on CNBC, Sean McDougle, CFP and CIO of NEST, brings a powerful, data-driven strategy to managing portfolios in-house. His monthly market updates (shared in the NEST Edge) offer real-time insight into how current events impact investments.
🛈 We couldn’t locate past NEST Edge episodes to link here, but you can always email info@nestfinancial.net to get looped in or request a copy.
Keep Austin Spooky — and Financially Sharp
Whether you're dressing up, handing out candy, or just enjoying a long weekend, we hope you take a moment to appreciate how these investors shaped the world we all invest in.
And if you’re looking for a partner to help you shape your own financial future, our team is here for you — from Halloween through tax season and beyond.
Let’s talk: info@nestfinancial.net
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DISCLAIMER: This article is for educational purposes only and is not investment advice. For personalized guidance, email us at info@nestfinancial.net.