Graham And Doddsville

The Value Investing Capital of the World
Subscribe

Archive for the ‘CBS Faculty’

Winter 2018 Issue of Graham & Doddsville

January 29, 2018 By: webmaster Category: CBS Faculty, Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing

The Winter 2018 edition of Graham & Doddsville features Leon Cooperman (MBA ’67) of Omega Advisors, David Poppe and John Harris of Ruane, Cunniff & Goldfarb, C.T. Fitzpatrick of Vulcan Value Partners and Seth Fischer of Oasis Management Company. It also includes 3 student stock pitches and pictures from the 27th Annual Graham & Dodd Breakfast.

Congratulations to the students of CBS for continuing to publish such a high quality resource.

Read the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

Winter 2017 Issue of Graham & Doddsville

February 13, 2017 By: webmaster Category: CBS Faculty, Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing

The latest edition of Graham & Doddsville was just released by the students of Columbia Business School.

The Winter 2017 issue features Michael Blitzer (MBA ’04) and Guy Shanon (MBA ’99) of Kingstown Capital, Rupal Bhansali of Ariel Investments, Simeon Wallis of ValorBridge Partners, Jared Friedberg of Mercator and Charles Studness (PhD ’63) & Roy Studness (MBA ’06) of Studness Capital Management. You will also find pictures from from the 2016 Graham and Dodd Breakfast and student pitches from the Heilbrunn Center for Graham & Dodd Investing Stock Pitch Challenge.

Thanks for another fantastic issue!

Read the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

Fall 2016 Issue of Graham & Doddsville

November 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 just published the latest edition of Graham & Doddsville.

The Fall 2016 issue features Alex Seaver and Brad Kent of Stadium Capital Management, Neal Nathani of Totem Point Management and Chris Weldon (MBA ’12) of Stamina Capital.  Inside, readers will find highlights from the 7th Annual “From Graham to Buffett and Beyond” Dinner held this past April in Omaha, three student investment ideas and much more.

Congratulations to the editors on the first edition of the new school year!

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

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.

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)

 

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.