Graham And Doddsville https://www.grahamanddoddsville.net The Value Investing Capital of the World Wed, 28 Oct 2020 18:48:37 +0000 en-US hourly 1 Fall 2020 Edition of Graham & Doddsville https://www.grahamanddoddsville.net/?p=1953 https://www.grahamanddoddsville.net/?p=1953#respond Wed, 28 Oct 2020 18:48:37 +0000 https://www.grahamanddoddsville.net/?p=1953 The students of Columbia Business School just released the Fall 2020 edition of Graham & Doddsville.  This release marks the 40th edition!  The new edition features Bill Nygren (Oakmark Funds), Ray Kennedy (Hotchkiss & Wiley), Sara Ketterrer & Allesandro Valentini (MBA ’06) (Causeway Capital), and John Mullins & Dan Kaskawits (MBA ’11) (Lyrical Asset Management).  It also includes three student stock pitches, two of which are from CBS students who are participating in the Women in Investing Conference.

Read the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1953 0 Fall 2018 Edition of Graham & Doddsville https://www.grahamanddoddsville.net/?p=1932 https://www.grahamanddoddsville.net/?p=1932#comments Mon, 22 Oct 2018 15:24:16 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1932 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.

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1932 1 Spring 2018 Edition of Graham & Doddsville https://www.grahamanddoddsville.net/?p=1929 https://www.grahamanddoddsville.net/?p=1929#respond Tue, 08 May 2018 20:22:11 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1929 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.

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1929 0 Winter 2018 Issue of Graham & Doddsville https://www.grahamanddoddsville.net/?p=1921 https://www.grahamanddoddsville.net/?p=1921#respond Mon, 29 Jan 2018 19:54:20 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1921 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.

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1921 0 Winter 2017 Issue of Graham & Doddsville https://www.grahamanddoddsville.net/?p=1905 https://www.grahamanddoddsville.net/?p=1905#respond Mon, 13 Feb 2017 14:21:43 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1905 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.

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1905 0 Fall 2016 Issue of Graham & Doddsville https://www.grahamanddoddsville.net/?p=1896 https://www.grahamanddoddsville.net/?p=1896#respond Wed, 02 Nov 2016 21:10:24 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1896 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.

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1896 0 Cyprus Value Investing Seminar – September 29 & 30, 2016 https://www.grahamanddoddsville.net/?p=1891 https://www.grahamanddoddsville.net/?p=1891#respond Wed, 24 Aug 2016 15:50:47 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1891 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)

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1891 0 Spring 2016 Issue of Graham & Doddsville https://www.grahamanddoddsville.net/?p=1866 https://www.grahamanddoddsville.net/?p=1866#respond Mon, 02 May 2016 20:33:22 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1866 The students of Columbia Business School just published the latest edition of Graham & Doddsville.

The Spring 2016 issue features John Phelan of MSD Capital, Alex Magaro of Meritage Group, Adam Wyden of ADW Capital (MBA ’10) and Marc Cohodes.  Inside, readers will find highlights from the 19th Annual CSIMA Conference and the student stock pitches that were chosen as finalists for this year’s 9th Annual Pershing Square Challenge.

Congratulations to outgoing editors Brendan Dawson, Scott DeBenedett and Anthony Philipp on another outstanding year.

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1866 0 Valuespaña 2016 and The Ben Graham Center’s 2016 Conference https://www.grahamanddoddsville.net/?p=1860 https://www.grahamanddoddsville.net/?p=1860#respond Thu, 10 Mar 2016 21:19:29 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1860 Readers often e-mail me to ask how they can find places to network with other value investors. There are two upcoming events that each provide an excellent forum to learn from and network with other like-minded investors.

The Second Annual Valuespaña 2016 will be held in Madrid on April 7th & 8th at the Hotel Villa Real.  Last year’s conference was the first of its kind in Spain and presented investors and allocators from around the world with a forum to discuss their investment process and share actionable ideas.  Speakers this year include:  Daniel Abrahams (Alfreton Capital), Gianluca Ferrari (Shareholder Value Management), David Kessler (Robotti & Company Advisors), Gary Channon (Phoenix AMP), Gareth Brown (Forager Funds), Steven Wood (Greenwood Investors), Alvaro Guzmán de Lázaro (AzValor) and many more.

Visit www.value-spain.com for more information and contact info@value-spain.com to request an invitation to the only conference in Spain dedicated to value investing.

A second event that has a history of bringing together high quality speakers, investors and allocators is The Ben Graham Centre’s Value Investing Conference.  The 2016 conference will be held on April 13th at the Fairmont Royal York in Downtown Toronto, Canada.  Speakers this year include: Charles Brandes (Brandes Investment Partners), Peter Kauffman (Glenair, Inc.), Richard Rooney (Burgundy Asset Management), Kim Shannon (Sionna Investment Managers), Elizabeth Lilly (GAMCO), Irwin Rotenberg (Lissom Investment Management), Chuck Akre (Akre Capital) and many more.

Visit The Ben Graham Centre for more information.  Click here to sign up for the Ben Graham Centre’s 2016 Value Investing Conference.

Make sure to drop me a note if you plan to attend either conference so we can meet in person or catch-up!

]]> https://www.grahamanddoddsville.net/?feed=rss2&p=1860 0 Winter 2016 Issue of Graham & Doddsville https://www.grahamanddoddsville.net/?p=1852 https://www.grahamanddoddsville.net/?p=1852#respond Tue, 02 Feb 2016 15:49:31 +0000 http://www.grahamanddoddsville.net/wordpress/?p=1852 The students of Columbia Business School have just released the Winter 2016 Edition of Graham & Doddsville.

The new issue features Craig Effron of Scoggin Capital Management, Jon Salinas (MBA ’08) of Plymouth Lane Capital Management, Jeff Gramm (MBA ’03) of Bandera Partners and Shane Parrish, founder of the Farnam Street Blog.  This issue also includes three investment ideas from CBS students.

Check out the latest issue of Graham & Doddsville here.

Read the Farnam Street Blog here.

Read past issues of Graham & Doddsville here.

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