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Archive for the ‘Bruce Greenwald’

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:  “The Heresy That Made Them Rich” (New York Times, 10/29/05)

 

Bruce Greenwald on The Great Recession: Structural and Cyclical Causes

December 10, 2012 By: webmaster Category: Bruce Greenwald

H/T to csinvesting. GrahamAndDoddsville.net is a great place to learn from/about successful value investors, but if you want to learn how to be a successful value investor, I highly recommend adding http://csinvesting.org/ to your daily reading list.


Click here for the video.

If you haven’t read Professor Greenwald’s book Competition Demystified: A Radically Simplified Approach to Business Strategy do yourself a favor and get it for the holidays.

For more on Professor Bruce Greenwald, click here.

Bruce Greenwald and Jean-Marie Eveillard Videos

December 01, 2012 By: webmaster Category: Bruce Greenwald, Columbia Business School, Jean-Marie Eveillard

I just watched 2 great videos. First, Columbia Business School Professor Bruce Greenwald participated in a seminar titled “Financial Innovation: A Risky Business?” which took place on September 7, 2012 at the Columbia University School of Journalism.

 

The second video is an interview of SuperInvestor Jean-Marie Eveillard posted by our friends at GreatInvestors.tv.  Jean-Marie Eveillard is among the investors that I most admire.  Click here to watch the interview.

For more on Bruce Greenwald click here.

For more on Jean-Marie Eveillard see here, here, and here.

Morningstar Interviews Professor Bruce Greenwald

June 03, 2010 By: webmaster Category: Bruce Greenwald, CBS Faculty, Columbia Business School, The Heilbrunn Center for Graham and Dodd Investing

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)

 

Bloomberg Special on the Future of Value Investing from Columbia Business School

April 27, 2010 By: webmaster Category: Bruce Greenwald, CBS Faculty, Columbia Business School, David Winters, Robert Olstein, Thomas Russo

(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.

Bloomberg TV Special on The Future of Value Investing

April 22, 2010 By: webmaster Category: Bruce Greenwald, CBS Faculty, Columbia Business School, Warren Buffett

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