Graham And Doddsville

Morningstar recently posted a four-part interview with Bruce Greenwald, Columbia Business School Professor and Director of Research at First Eagle.

Investors are again being offered an extraordinary opportunity to put capital to work in high-quality companies at a good price, says Columbia professor Bruce Greenwald.

Click below to view the videos:

Part 1 – Greenwald:  Why First Eagle Favors Amex Over Citi

Part 2 – Greenwald:  The Most Extraordinary Thing About This Market

Part 3 – Greenwald:  Opportunity Even When the Market’s Not Cheap

Part 4 – Greenwald:  Wouldn’t Bite on Apple

(source: Morningstar.com)

(Update)

On April 23, 2010 Bloomberg TV convened a panel of top value investors at Columbia Business School to discuss the future of value investing.  Members of the panel, led by Bloomberg anchor Betty Liu, included Professor Bruce Greenwald (Columbia Business School Professor and Director of Research at First Eagle Funds), Robert Olstein (Chairman of Olstein Capital Management LP), Thomas Russo, (Partner at Gardner Russo & Gardner), and David Winters (CEO of Wintergreen Advisers LLC).

The 21 minute program is a must watch and is filled with gems of value investing wisdom.   You can watch the entire program here.

Columbia Business School’s blog post on the panel can be viewed here.

Columbia Business School Professor Bruce Greenwald will be featured in a Bloomberg TV special “Buffett and Beyond: The Future of Value Investing” on Friday, April 23rd at 7 pm EST.

Link to Bloomberg TV

Each year, approximately 20 Columbia MBA students are accepted into a semester long seminar called: Advanced Investment Research – The Analyst’s Edge.  The Class was developed and is taught by John Griffin and David Greenspan (MBA ’00) of  Blue Ridge Capital.  I can honestly say that spending a semester in this class, which was visited by David Einhorn, Bill Ackman, and Ian McKinnon, among others, created an experience that would be quite difficult to match.

Our final stock pitch was delivered in the boardroom of Tiger Management to legendary hedge fund manager, Julian Robertson.  This was just another of the many once-in-a-lifetime experiences provided by Columbia Business School and The Heilbrunn Center for Graham and Dodd Investing.

Below is a 1998 interview of Julian Robertson by Charlie Rose:

(Hat Tip to MarketFolly.com)

If you missed the town hall meeting at Columbia Business School with Warren Buffett (’51) and Bill Gates last night, make sure to catch a replay on CNBC.  Otherwise, you can read a copy of the transcript here.

While on campus, CNBC’s Becky Quick also interviewed Professor Bruce Greenwald, “the guru to Wall Street’s gurus”, on value investing.

News from Columbia Business School:

…tomorrow Columbia Business School will host businessmen and philanthropists Warren Buffett, MS ’51, and Bill Gates as part of our practice of bringing influential business leaders to campus to share their insights. The event promises to be lively, with students able to ask questions on these icons’ ventures, philosophies and views on business. The exchange will be filmed by CNBC for global broadcast under the title “Warren Buffett and Bill Gates: Keeping America Great.”  In the United States it will air on Thursday, November 12 at 9 p.m. ET; in Asia on November 13 at 1200 SIN/HK; and in Europe on November 15 at 13.00 CET.

Be sure to tune in!

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Next, I added two articles under Professor Bruce Greenwald.  The first article is a recent interview from Advisor Perspectives titled “Bruce Greenwald on Structural Problems in the Economy and Unemployment.” The second is an older article from Columbia Business School Alumni Magazine, Hermes,  titled “The Good Life:  How Managers Made the Modern World.”