Graham And Doddsville

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Spring 2014 Issue of Graham & Doddsville

May 05, 2014 By: webmaster Category: Arnold Van Den Berg, Columbia Business School, Graham And Doddsville Newsletter, Uncategorized

The students of Columbia Business School just released the Spring 2014 Issue of Graham & Doddsville.

The new issue features Arnold Van Den Berg and Jim Brilliant of Century Management, Philippe Jabre of Jabre Capital, Eric Rosenfeld of Crescendo Partners, and CBS Alum H. Kevin Byun of Denali Investors. This issue also covers the 17th Annual CSIMA Conference and includes ideas from the 2014 Pershing Square Challenge.

Congratulations to the 2013 – 2014 second-year graduating editors Chris Brigham, Jackson Thies and Jason Yang on an outstanding job.

Keep up the great work CBS!

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

The Heresy That Made Them Rich – Throwback Thursday #TT

April 03, 2014 By: webmaster Category: Bruce Greenwald, CBS Faculty, Columbia Business School, Jason Zweig, Jean-Marie Eveillard, Mario Gabelli, Paul Sonkin, Roger Murray, SuperInvestors, The Heilbrunn Center for Graham and Dodd Investing

On October 29, 2005 Joe Nocera penned an article for The New York Times called The Heresy That Made Them Rich.

A FEW weeks ago, Columbia Business School held its 15th Annual Graham & Dodd Breakfast. The guest speaker was Jean-Marie Eveillard, a successful (and now retired) mutual fund manager, who used to beat the market regularly by adhering to the ”value investing” principles first articulated by the great investor Benjamin Graham and his co-author, the Columbia professor David L. Dodd, in their 1934 classic, ”Security Analysis.”

“The more things change, the more they stay the same way.”

Still, the Columbia program — and value investing in general — feels a little like a cult. Despite the obvious success of people like Mr. Buffett and Mr. Gabelli — and the studies that seem to bear out that success as something more than luck — it is not yet fully accepted by either mainstream Wall Street or mainstream academia. In his remarks at the breakfast, Mr. Eveillard said he thought that maybe 5 percent of professional money managers are true value investors.

See:  http://query.nytimes.com/gst/fullpage.html?res=9B00E1D71E3FF93AA15753C1A9639C8B63

 

Spring 2013 Issue of Graham and Doddsville

May 13, 2013 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter

The students of Columbia Business School just released the Spring 2013 Issue of Graham and Doddsville.

The new issue features Li Lu of Himalaya Capital, Preston Athey of T. Rowe Price, and Paul Isaac of Arbiter Partners.  In addition, this issue is packed with stock pitches from Columbia Business School MBA students, including ideas from the Pershing Square Challenge and the annual Moon Lee Prize.

Congratulations to the 2012 – 2013 second-year graduating editors Jay Hedstrom (CBS ’13), Jake Lubel (CBS ’13), and Sachee Trivedi (CBS ’13) on an outstanding job.  We also want to wish Richard Hunt (CBS ’14) and Stephen Lieu (CBS ’14) good luck as they assume the role of CSIMA Co-Presidents.

Keep up the great work CBS!

Check out the latest issue of Graham and Doddsville here.

See the Pershing Square Challenge winning pitch on Hertz here.

Read past issues of Graham and Doddsville here.

The 8th Annual Spring Value Investing Congress

March 27, 2013 By: webmaster Category: Uncategorized

The 8th Annual Spring Value Investing Congress will be held May 6 & 7, 2013 at the Wynn Hotel in Las Vegas. 

If you haven’t registered, Whitney and John have decided to reinstate the Early Bird Discount for 24 hours ONLY. This is an extraordinary offer – $1,400 LESS than what others will pay later to attend the Congress – so I hope you’ll take advantage of it before it disappears!

The Las Vegas Value Investing Congress will have more speakers than ever before, in a powerful new format. You’ll gain a huge amount of practical investing wisdom and leave with many actionable investment ideas.  The lineup for this spring’s congress includes First Pacific Advisors’ Steven Romick, D3 Family Funds’ David Nierenberg, Centaur Capital’s Zeke Ashton, Rational’s Guy Gottfried, Robotti & Company’s Isaac Schwartz and Mittleman Brothers’ Chris Mittleman, just to name a few.

To register at this deeply discounted price go to www.ValueInvestingCongress.com/24HourSpecialOffer and use discount code S13GD9. You must register by midnight tomorrow (Thursday, March 28th) to take advantage of these savings.

Winter 2013 Issue of Graham and Doddsville

February 05, 2013 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter

The students of Columbia Business School have released the 17th issue of Graham and Doddsville.

The Winter 2013 issue of Graham and Doddsville features Barry Rosenstein and Scott Ostfeld of Jana Partners, Frank Martin of Martin Capital, Russell Glass of RDG Capital, Daniel Krueger of Owl Creek Asset Management and Adjunct Professor at Columbia Business School and Jon Friedland of Amici Capital (formerly named Porter Orlin).

More great work from Columbia Business School!  As I say each time, keep up the great work CBS!!!

Check out the latest issue of Graham and Doddsville here.  For past issues click here.

Legacy of Benjamin Graham

February 04, 2013 By: webmaster Category: Benjamin Graham, CBS Faculty, Columbia Business School, Security Analysis, The Heilbrunn Center for Graham and Dodd Investing

As far as I know, this video premiered at the Columbia Student Investment Management Conference held on Friday, February 1, 2013. This is the first live footage of Benjamin Graham that I have ever seen and includes interviews with Warren Buffett, Irving Kahn, Benjamin Graham, Jr., Charles Brandes and many others.  More phenomenal work from The Heilbrunn Center for Graham and Dodd Investing and Columbia Business School.