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Archive for the ‘Columbia Business School’

Danny DeVito Explains Value Investing in 3 Minutes

November 13, 2012 By: webmaster Category: Benjamin Graham, Columbia Business School, Understanding Value

The first time I saw this scene from Other People’s Money was in my value investing class.  I came across the clip several months ago, thanks to Walrusvalue, and just saw another reference to it on CSInvesting.org.

In this clip from the 1991 comedy, Other People’s MoneyDanny DeVito gives a 3 minute explanation of value investing – Benjamin Graham Style – with the clarity of a Warren Buffett.

Spring 2012 Issue of Graham and Doddsville

May 10, 2012 By: webmaster Category: Alex Roepers, Bill Ackman, Columbia Business School, Graham And Doddsville Newsletter, Jim Chanos, Julian Robertson, Thomas Russo

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!!!

Fall 2011 Issue of Graham and Doddsville

November 16, 2011 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter, Mario Gabelli, Marty Whitman

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!!!

Columbia Business School’s Winter 2011 Graham and Doddsville Newsletter

February 15, 2011 By: webmaster Category: Columbia Business School, Graham And Doddsville Newsletter, Robert Robotti, SuperInvestors, The Heilbrunn Center for Graham and Dodd Investing

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!

Morningstar Interviews Professor Bruce Greenwald

June 03, 2010 By: webmaster Category: Bruce Greenwald, CBS Faculty, Columbia Business School, The Heilbrunn Center for Graham and Dodd Investing

Morningstar recently posted a four-part interview with Bruce Greenwald, Columbia Business School Professor and Director of Research at First Eagle.

Investors are again being offered an extraordinary opportunity to put capital to work in high-quality companies at a good price, says Columbia professor Bruce Greenwald.

Click below to view the videos:

Part 1 – Greenwald:  Why First Eagle Favors Amex Over Citi

Part 2 – Greenwald:  The Most Extraordinary Thing About This Market

Part 3 – Greenwald:  Opportunity Even When the Market’s Not Cheap

Part 4 – Greenwald:  Wouldn’t Bite on Apple

(source: Morningstar.com)

 

Bloomberg Special on the Future of Value Investing from Columbia Business School

April 27, 2010 By: webmaster Category: Bruce Greenwald, CBS Faculty, Columbia Business School, David Winters, Robert Olstein, Thomas Russo

(Update)

On April 23, 2010 Bloomberg TV convened a panel of top value investors at Columbia Business School to discuss the future of value investing.  Members of the panel, led by Bloomberg anchor Betty Liu, included Professor Bruce Greenwald (Columbia Business School Professor and Director of Research at First Eagle Funds), Robert Olstein (Chairman of Olstein Capital Management LP), Thomas Russo, (Partner at Gardner Russo & Gardner), and David Winters (CEO of Wintergreen Advisers LLC).

 

The 21 minute program is a must watch and is filled with gems of value investing wisdom.   You can watch the entire program here.

 

Columbia Business School’s blog post on the panel can be viewed here.