Graham And Doddsville

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Archive for the ‘The Heilbrunn Center for Graham and Dodd Investing’

Fall 2015 Issue of Graham & Doddsvile

October 12, 2015 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing

The Fall 2015 issue of Graham & Doddsville was just released by the students of Columbia Business School.

The new issue features Alex Sacerdote of Whale Rock Capital, Ed Bosek of BeaconLight Capital, Jane Siebels of Siebels Asset Management Research and the team at Global Endowment Management.  It also features three investment ideas from CBS students.

Congratulations to the editors.  We are looking forward to another great year.

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

Winter 2015 Issue of Graham & Doddsville

February 02, 2015 By: webmaster Category: Bill Ackman, Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing

The students of Columbia Business School just released the Winter 2015 Issue of Graham & Doddsville.

The new issue features Bill Ackman of Pershing Square Capital Management, Jay Petschek and Steve Major (’94) of Corsair Capital Management and Andrew Wellington of Lyrical Asset Management. Additionally, you will find pictures from the 2014 Graham & Dodd Breakfast and seven investment ideas from Columbia Business School students.

Thanks to the students at CBS for another insightful issue.

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

Fall 2014 Issue of Graham & Doddsville

October 27, 2014 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing

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

The new issue features Wally Weitz of Weitz Investment Management, Guy Gottfried of Rational Investment Group and the team at Development Capital Partners.  Additionally, you will find pictures from the 2014 “From Graham to Buffett and Beyond” Dinner in Omaha, news about the recently launched 5x5x5 Student Value Investing Fund and two investment ideas from CBS students.

Congratulations to the students at CBS on another outstanding issue.

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

Learn more about the Columbia Student Investment Management Association (CSIMA) or The Heilbrunn Center for Graham & Dodd Investing.

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.

Fall 2012 Issue of Graham and Doddsville

October 11, 2012 By: webmaster Category: CBS Faculty, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing, Warren Buffett

The students of Columbia Business School have posted the Fall 2012 edition of Graham and Doddsville.   It is fantastic as usual!

The new issue features CBS Professor Joel Greenblatt of Gotham Capital, Jim Tisch and Joe Rosenberg of Loews Corporation and Chuck Royce, Whitney George, Buzz Zaino and Charlie Dreifus of Royce & Associates.

If you have already blown through this issue (like I have), then click here for past issues of the newsletter.

Blog Update:

When I started this blog, in 2006, I had just been accepted to business school.  The value blogosphere was already established, but not to the extent it is now.

Fast forward 1 MBA, 2 kids, and a dream job later.   This, combined with a large increase in the quantity of high quality value investing blogs, has practically brought this blog to a halt.  I was made even more aware of this when I saw GrahamAndDoddsville.net listed as a top blog in Jae Jun’s recent newsletter on Old School Value.  Next to the name GrahamAndDoddsville.net was (inactive).

Well, it is time for a compromise.  I am moving GrahamAndDoddsville.net off of the inactive list.  While future posts will primarily consist of links, articles, resources, etc., I do plan to update the site more often.

In the meantime:

1.  Read Warren Buffett’s essay The Superinvestors of Graham-and-Doddsville.  I bet you are thinking that I went too far back to basics.  I know you have already read it, but trust me…  read it again.   I bet that some new thought will cross your mind about how Warren Buffett’s argument just makes sense.

2.  Enjoy the latest issue of Columbia Business School’s Graham and Doddsville.