The Graham & Doddsville investment newsletter from the students of Columbia Business School is always a good read.
The Spring 2010 issue further builds on this reputation, featuring interviews with:
- Glenn Greenberg is the founder and portfolio manager of Brave Warrior Capital. (Previously with Chieftain Capital Management)
- Mike Blitzer and Guy Shanon the Managing Partners of Kingstown Partners, LP, a $285M special situations partnership that has generated compounded returns of 17.2% net of fees since its inception in early 2006, versus negative returns For the S&P 500, and
- A talk given by Jeremy Grantham where he gave his thoughts on the volatile markets of 2008 and 2009, including some sharp criticism of the common interpretation and practice of “Graham & Dodd” style value investing.
Here is the link: Graham & Doddsville Newsletter Spring 2010
Tim du Toit is the editor of Eurosharelab. Kindly note that this blog is published for information purposes and is not investment advice. Please refer to our disclaimer. To subscribe to our weekly newsletter, click here.
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