Graham And Doddsville

The Value Investing Capital of the World

Archive for October, 2009

Professor Bruce Greenwald on “Cheap and Ugly”

October 13, 2009 By: webmaster Category: Bruce Greenwald, Columbia Business School

Professor Greenwald was recently interviewed on by a former student.

The first part of the interview covers topics including Benjamin Graham’s relevance today, behavioral finance, cheap and ugly stocks, and sustainable franchises.  Click here to watch part 1 of the video.

The second part of the interview covers topics including short selling, Fannie Mae and Freddie Mac, value traps, and earnings power value.  Click here to watch part 2 of the video.

For more on Professor Bruce Greenwald, see the “SuperInvestor Resources” page. Also, check out this interview with Mohnish Pabrai who shares Professor Greenwald’s view on short selling.

Columbia Business School’s Fall 2009 Graham and Doddsville Newsletter

October 08, 2009 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter

The latest issue of Graham and Doddsville was released this morning.  The newsletter is excellent and just keeps getting better with each new issue.  How high can the bar go?

This edition features Howard Marks of Oaktree Capital, David Samra of Artisan Partners, and Kevin Dreyer of GAMCO.  You will also find investment write-ups on Amedisys Home Health Services (AMED) and Care Investment Trust (CRE).

Also, check out the newsletter archive here.  I sure miss my days as editor of the newsletter.  Keep up the great work CBS!

Mauboussin, Greenwald, and a New Archive

October 07, 2009 By: webmaster Category: Bruce Greenwald, CBS Faculty, Graham And Doddsville Newsletter, Michael Mauboussin

I recently came across this interview with Michael Mauboussin who is a Columbia Business School Adjunct Professor and Strategist of Legg Mason.  Mauboussin’s new book, Think Twice: Harnessing the Power of Counterintuition hits bookshelves on October 12, 2009.  If it lives up to his past books, it will become a must read.  I highly recommend checking out Cap@Columbia.  The site provides a wealth of content on investing, including articles written by Michael Mauboussin.   For those of you who live in the NY/NJ area, Professor Mauboussin will be speaking about his new book on Thursday, November 19, 2009 at The New York Society of Securities Analysts (NYSSA).  Click here for more information on the NYSSA event.

There has been a lot of talk about Professor Greenwald’s new book, “The Curse of the Mogul: What’s Wrong with the World’s Leading Media Companies”.  The book was co-written by Bruce Greenwald, Jonathan Knee, and Ava Seave.  All three are on the faculty of Columbia Business School.  To learn more about the book, check out the post on Columbia Business School’s Public Offering Blog here or Columbia Ideas at Work here.

Finally, I have created a new archive page for the Graham and Doddsville newsletter produced by the students of Columbia Business School.  This morning at the 19th Annual Graham and Dodd Breakfast I learned that a new issue is imminent.  I will post it to the archive as soon as it is released.