Graham And Doddsville

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Winter 2016 Issue of Graham & Doddsville

February 02, 2016 By: webmaster Category: CBS Faculty, Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing

The students of Columbia Business School have just released the Winter 2016 Edition of Graham & Doddsville.

The new issue features Craig Effron of Scoggin Capital Management, Jon Salinas (MBA ’08) of Plymouth Lane Capital Management, Jeff Gramm (MBA ’03) of Bandera Partners and Shane Parrish, founder of the Farnam Street Blog.  This issue also includes three investment ideas from CBS students.

Check out the latest issue of Graham & Doddsville here.

Read the Farnam Street Blog here.

Read past issues of Graham & Doddsville here.

Fall 2015 Issue of Graham & Doddsvile

October 12, 2015 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing

The Fall 2015 issue of Graham & Doddsville was just released by the students of Columbia Business School.

The new issue features Alex Sacerdote of Whale Rock Capital, Ed Bosek of BeaconLight Capital, Jane Siebels of Siebels Asset Management Research and the team at Global Endowment Management.  It also features three investment ideas from CBS students.

Congratulations to the editors.  We are looking forward to another great year.

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

University of Auckland Investment Club Bulletin

May 28, 2015 By: webmaster Category: Irving Kahn, Mohnish Pabrai, SuperInvestors, Understanding Value

I just came across the first edition of a newsletter from the University of Auckland Investment Club.  The inaugural issue features a profile of Irving Kahn, Notes from the 2014 Graham and Dodd Breakfast and A Conversation with Mohnish Pabrai.  It is also packed with student pitches, member highlights and more.

Click here to read the First Edition of the University of Auckland Investment Club Bulletin.

Spring 2015 Issue of Graham & Doddsville

May 04, 2015 By: webmaster Category: Uncategorized

The Spring 2015 issue of Graham & Doddsville was just released by the students of Columbia Business School.

The new issue features Matthew McLennan and Kimball Brooker of First Eagle, Josh Resnick of Jericho Capital, Harvey Sawikin of Firebird Management, Eric Yip and Mark Unferth of Alder Hill Management and Rolf Heitmeyer (’06) of Breithorn Capital Management.  It also features the five final round pitches from the Pershing Square Challenge held on April 22, 2015.

Congratulations to the 2014 – 2015 second year graduating editors Matt Ford, Peter Pan and Tom Schweitzer.  Keep up the great work CBS!

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

Value Investing Community Loses a Legend: Irving Kahn (1905 – 2015)

February 26, 2015 By: webmaster Category: Benjamin Graham, Irving Kahn, SuperInvestors

Irving Kahn, co-founder of Kahn Brothers Group and one-time teaching assistant to Benjamin Graham at Columbia Business School, has died at the age of 109.  I had the opportunity to meet Mr. Kahn in 2012.  I’ll never forget Mr. Kahn’s first words…. a profuse apology for not standing to greet me.  He had fallen on a step and hurt his back.  Irving Kahn, a successful investor who was 106 at the time and still worked in the office 3 – 4 days a week was apologizing for not giving me a proper greeting?!

We had a wonderful lunch.  If I am half as lucid at 80 as he was at 106, I will be a happy man.  More than once during our meeting Mr. Kahn urged me to read Storage and Stability by Benjamin Graham.  Embarrassingly, I never got around to it.  I think Mr. Kahn would happy to know that I just placed an order on Amazon and the book is next in my queue.  We may not all be blessed with as many years as Irving Kahn, but at least we have something and someone to aspire to.

See:  Irving Kahn, Investor Who Profited in ’29 Crash, Dies at 109 (Bloomberg)

See:  Irving Kahn, the world’s oldest investor, dies at 109 (The Telegraph)

See:  Irving Kahn, Wall Street’s oldest stockbroker, dies at 109 (The Washington Post)

See:  The oldest money manager on Wall Street has died at age 109 (Business Insider)

See:  Irving and Tom Kahn Guest Lecture (The Ben Graham Center for Value Investing)

See:  Interview of Irving Kahn (The Ben Graham Center for Value Investing)

See:  Storage and Stability: The Original 1937 Edition by Benjamin Graham with a Forward by Irving Kahn (Amazon)

Winter 2015 Issue of Graham & Doddsville

February 02, 2015 By: webmaster Category: Bill Ackman, Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing

The students of Columbia Business School just released the Winter 2015 Issue of Graham & Doddsville.

The new issue features Bill Ackman of Pershing Square Capital Management, Jay Petschek and Steve Major (’94) of Corsair Capital Management and Andrew Wellington of Lyrical Asset Management. Additionally, you will find pictures from the 2014 Graham & Dodd Breakfast and seven investment ideas from Columbia Business School students.

Thanks to the students at CBS for another insightful issue.

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.