Graham And Doddsville

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Fall 2018 Edition of Graham & Doddsville

October 22, 2018 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter, The Heilbrunn Center for Graham and Dodd Investing, Tweedy Browne, Uncategorized

The students of Columbia Business School just released the Fall 2018 edition of Graham & Doddsville.  It features members of Tweedy, Browne’s investment committee, Scott Miller of Greenhaven Road Capital and Steve Tusa of JP Morgan.  It also includes 2 stock pitches from students of Columbia’s Value Investing program.

Another outstanding job!

Read the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

Spring 2018 Edition of Graham & Doddsville

May 08, 2018 By: webmaster Category: Bruce Greenwald, CBS Faculty, Columbia Business School, Graham And Doddsville Newsletter, Michael Mauboussin, The Heilbrunn Center for Graham and Dodd Investing

The Spring 2018 edition of Graham & Doddsville was just released by the students of Columbia Business School.  It features Professor Bruce Greenwald & Mark Cooper (’02), Michael Mauboussin of BlueMountain Capital Management & Tom Digenan of UBS Asset Management and Rishi Renjen of ROAM Global Management and includes pitches from the 11th Annual Pershing Square Challenge held in April.

Congratulations to outgoing editors Abheek Bhattacharya, Matthew Mann and Adam Schloss on another outstanding year!

Read the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

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.

Cyprus Value Investing Seminar – September 29 & 30, 2016

August 24, 2016 By: webmaster Category: Understanding Value, Value Investing Events

Cyprus

I hope you’ll join me in Cyprus on September 29 & 30, 2016 for a different kind of investment seminar.

  • One where you can:
    • see old friends,
    • make new friends,
    • learn from other value investors just like you,
    • share ideas but also the thinking behind the idea,
    • share your interest and fascination with value investing,
    • network with other value investors through speed dating and a detailed profile of all speakers and participants, and
    • become a better investor!

When:    Thursday 29 and Friday 30 September 2016

Where:  Nicosia on the Island of Cyprus

Speakers: Pavel Begun (3G Capital); Sebastien Lemonnier (Mansartis); Steve Gorelik (Firebird Management); Ernst Gronblom & Pasi Havia (Helsinki Capital Partners); Simon Caufield (Family Office); Diego Moreno (Forum Family Office); Raman Minhas (Private Fund); David Kessler (Robotti & Company Advisors); Tim du Toit (eurosharelab); Charis Charalambous (Active Banking Sector Fund); Florentzos Kassoumis (FAMco); Sophocles Sophocleous (FatAlpha).

For more information or to registor for the event see: http://eurosharelab.com/cyprus-seminar-2016/

(or drop me a note at admin-at-grahamanddoddsville.net and I will try to help)