Graham And Doddsville

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Archive for the ‘Mario Gabelli’

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)


Fall 2011 Issue of Graham and Doddsville

November 16, 2011 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter, Mario Gabelli, Marty Whitman

The students of Columbia Business School just released what I believe to be the best value investing newsletter available – especially if you are looking at price vs. value.

The current issue of Graham and Doddsville features three legends Leon Cooperman (CBS ’67),  Mario Gabelli (CBS ’67), and Marty Whitman.  A new young alumnus feature profiled Eli Rabinowich of Pzena Asset Management.  Eli’s “Profiles in Investing” column were a source of inspiration for the first issue of Graham and Doddsville.  There are also two student pitches on GLDD and MSG.

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

Greenwald and Gabelli Comment on Buffett’s Annual Letter

March 15, 2009 By: webmaster Category: Bruce Greenwald, Mario Gabelli, Warren Buffett

Professor Bruce Greenwald and Mario Gabelli comment on Warren Buffett’s Annual Berkshire Hathaway Shareholder Letter.