Graham And Doddsville

The students of Columbia Business School just released the Spring 2013 Issue of Graham and Doddsville.

The new issue features Li Lu of Himalaya Capital, Preston Athey of T. Rowe Price, and Paul Isaac of Arbiter Partners.  In addition, this issue is packed with stock pitches from Columbia Business School MBA students, including ideas from the Pershing Square Challenge and the annual Moon Lee Prize.

Congratulations to the 2012 – 2013 second-year graduating editors Jay Hedstrom (CBS ’13), Jake Lubel (CBS ’13), and Sachee Trivedi (CBS ’13) on an outstanding job.  We also want to wish Richard Hunt (CBS ’14) and Stephen Lieu (CBS ’14) good luck as they assume the role of CSIMA Co-Presidents.

Keep up the great work CBS!

Check out the latest issue of Graham and Doddsville here.

See the Pershing Square Challenge winning pitch on Hertz here.

Read past issues of Graham and Doddsville here.

The students of Columbia Business School have released the 17th issue of Graham and Doddsville.

The Winter 2013 issue of Graham and Doddsville features Barry Rosenstein and Scott Ostfeld of Jana Partners, Frank Martin of Martin Capital, Russell Glass of RDG Capital, Daniel Krueger of Owl Creek Asset Management and Adjunct Professor at Columbia Business School and Jon Friedland of Amici Capital (formerly named Porter Orlin).

More great work from Columbia Business School!  As I say each time, keep up the great work CBS!!!

Check out the latest issue of Graham and Doddsville here.  For past issues click here.

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.

The students of Columbia Business School just released another incredible issue of Graham and Doddsville.

The Spring 2012 issue of Graham and Doddsville features Jim Chanos of Kynikos Associates, Alex Roepers of Atlantic Investment Management, Tom Russo of Gardner Russo & Gardner, and the legendary Julian Robertson of Tiger Management.  This issue also features 3 of the investment ideas presented at the 5th Annual Pershing Square Value Investing and Philanthropy Challenge on April 25, 2012.

Congratulations to the 2011 – 2012 second-year graduating editors Anna Baghdasaryan (CBS ’12) and Joseph Jaspan (CBS ’12) on an outstanding job.

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

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!!!

The latest issue of Graham and Doddsville was recently posted to The Heilbrunn Center’s website.   Once again, it is outstanding.

This edition features Larry Robbins of Glenview Institutional Partners, Robert Robotti of Robotti & Company, and Artie Williams, Jennifer Wallace, and Judd Kahn of Summit Street Capital.

You will also find investment write-ups on Blount International (BLT), The Williams Company (WMB), and The Greek Organization of Football Prognostics (ATSE: OPAP).

Check out the newsletter archive here.   Keep up the great work CBS!