Graham And Doddsville

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)

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.

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!

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.

The Fall 2015 issue of Graham & Doddsville was just released by the students of Columbia Business School.

The new issue features Alex Sacerdote of Whale Rock Capital, Ed Bosek of BeaconLight Capital, Jane Siebels of Siebels Asset Management Research and the team at Global Endowment Management.  It also features three investment ideas from CBS students.

Congratulations to the editors.  We are looking forward to another great year.

Check out the latest issue of Graham & Doddsville here.

Read past issues of Graham & Doddsville here.

I just came across the first edition of a newsletter from the University of Auckland Investment Club.  The inaugural issue features a profile of Irving Kahn, Notes from the 2014 Graham and Dodd Breakfast and A Conversation with Mohnish Pabrai.  It is also packed with student pitches, member highlights and more.

Click here to read the First Edition of the University of Auckland Investment Club Bulletin.