Graham And Doddsville

The students of Columbia Business School just released another incredible issue of Graham and Doddsville.

The Spring 2012 issue of Graham and Doddsville features Jim Chanos of Kynikos Associates, Alex Roepers of Atlantic Investment Management, Tom Russo of Gardner Russo & Gardner, and the legendary Julian Robertson of Tiger Management.  This issue also features 3 of the investment ideas presented at the 5th Annual Pershing Square Value Investing and Philanthropy Challenge on April 25, 2012.

Congratulations to the 2011 – 2012 second-year graduating editors Anna Baghdasaryan (CBS ’12) and Joseph Jaspan (CBS ’12) on an outstanding job.

Check out the latest issue of Graham and Doddsville here.   Keep up the great work CBS!!!

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)

Julian Robertson, who founded Tiger Management in 1980, is a legend in the hedge fund industry.   His Tiger Fund has spun-off dozens of so-called “Tiger Cubs.”  Many of these cubs, which include Maverick Capital, Viking Capital and Lone Pine Capital to name just a few,  have since spun off their own successful funds.

John Griffin, a former Tiger Analyst, is the founder of Tiger Cub Blue Ridge Capital.  Along with analyst/PM David Greenspan, John teaches a course to select Columbia Business School students called “The Investor’s Edge:  Advanced Investment Research.”  In the past, students have presented their final research memos to a panel of judges that included Julian Robertson.

Mr. Robertson talks on CNBC about a range of topics, from the risk inflation poses to the economy to the U.S. dependence on China and Japan to fund its debt.