Graham And Doddsville

Two years ago, before I entered business school, I began this blog to track both my experience with the admission process and my journey to becoming a value investing junkie. I graduated from my first-choice, Columbia Business School, in May. As a member of the Value Investing Program, I spent 2 years focused on gaining the tools to become a successful long-term value-oriented investor. I learned more in 2 years at Columbia then I had at any other time in my life. I had the privilege of learning from some of the world’s greatest investors including: Bruce Greenwald, John Griffin, Warren Buffett, Bill Ackman, David Einhorn, Mohnish Pabrai, Robert Bruce, Michael Price, Mario Gabelli, Thomas Russo, Bill Nygren, Charles Brandes, Seth Klarman, Li Lu, Glen Greenberg, Chris Brown, and the list goes on. There is no other place where I could have gained access to such a list of luminaries.

Unfortunately, I graduated into the worst economy in close to 80 years. After turning down a summer internship in equity research with Bear Stearns, I ended up landing an internship with a legendary value manager. I took the job knowing that there wouldn’t be a full-time opportunity upon graduation, but the chance to learn from such a talented group of analysts could not be passed up. Indeed, it was a once in a lifetime experience.

My goal is to end up at a firm similar to the value shop I was fortunate enough to work with in the summer of 2007.   While I continue to search for a full-time analyst position, I have decided to re-launch this blog. Not only will it be a place to collect resources I find interesting and helpful, but I hope the blog will also act as a journal. I find myself sending various resources I find on the web to friends and family who have often asked for my advice. Instead of sending e-mails, I will post these items to this blog.

Welcome to Graham And Doddsville.