Graham And Doddsville

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.

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.

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.

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.

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.

On October 29, 2005 Joe Nocera penned an article for The New York Times called The Heresy That Made Them Rich.

A FEW weeks ago, Columbia Business School held its 15th Annual Graham & Dodd Breakfast. The guest speaker was Jean-Marie Eveillard, a successful (and now retired) mutual fund manager, who used to beat the market regularly by adhering to the ”value investing” principles first articulated by the great investor Benjamin Graham and his co-author, the Columbia professor David L. Dodd, in their 1934 classic, ”Security Analysis.”

“The more things change, the more they stay the same way.”

Still, the Columbia program — and value investing in general — feels a little like a cult. Despite the obvious success of people like Mr. Buffett and Mr. Gabelli — and the studies that seem to bear out that success as something more than luck — it is not yet fully accepted by either mainstream Wall Street or mainstream academia. In his remarks at the breakfast, Mr. Eveillard said he thought that maybe 5 percent of professional money managers are true value investors.

See:  “The Heresy That Made Them Rich” (New York Times, 10/29/05)