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Columbia Business School's Graham & Doddsville Spring 2012 Newsletter with Jim Chanos, Tom Russo and Julian Robertson
Posted by: guruhl (IP Logged)
Date: May 10, 2012 02:30PM

The spring 2012 issue of Columbia Business School’s Graham & Doddsville investment newsletter features close encounters with noteworthy investors such as Jim Chanos, Tom Russo and Julian Robertson. It also includes the winners of the 2012 Pershing Square Value Investing and Philanthropy Challenge and their investment ideas: Avon Products (AVP), Ingersoll-Rand (IR), Legg Mason (LM) and H&R Block (HRB).

Read the issue here.




Guru Discussed: Jim Chanos: Current Portfolio, Stock Picks
Stocks Discussed: AVP, IR, LM, HRB,
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Rating: 2.7/5 (15 votes)



Re Columbia Business School s Graham Doddsville Spring 2012 Newsletter with Jim Chanos Tom Russo and Julian Robertson
Posted by: boutch2fr (IP Logged)
Date: May 11, 2012 05:12AM

Wow, the interview with Mr. Chanos is really worth reading!



Guru Discussed: Jim Chanos: Current Portfolio, Stock Picks
Stocks Discussed: AVP, IR, LM, HRB,
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Rating: 0.0/5 (0 votes)



Re Columbia Business School s Graham Doddsville Spring 2012 Newsletter with Jim Chanos Tom Russo and Julian Robertson
Posted by: AlbertaSunwapta (IP Logged)
Date: May 11, 2012 01:16PM

I liked this comment and it somewhat aligns with what I believe Jeremy Grantham said of the early 30's that in the depression growth outperformed value.

"Probably our best ideas over the past ten or 12 years have been ideas that looked cheap and which actually ensnared a lot of value investors. The investors didn’t realize that these businesses were deteriorating faster than their ability to generate cash. ...for most declining businesses, management tends to redeploy cash flow into things outside of their core competencies in a desperate attempt to save their jobs. ...as I said, some of the best short ideas can look cheap from a valuation standpoint. " Jim Chanos, page 20



Guru Discussed: Jim Chanos: Current Portfolio, Stock Picks
Stocks Discussed: AVP, IR, LM, HRB,
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Rating: 0.0/5 (0 votes)



Re Columbia Business School s Graham Doddsville Spring 2012 Newsletter with Jim Chanos Tom Russo and Julian Robertson
Posted by: LwC (IP Logged)
Date: May 11, 2012 03:41PM

Jim Chanos: "I also think the renminbi is overvalued." (p.25)

There's a contrarian view! LOL




Guru Discussed: Jim Chanos: Current Portfolio, Stock Picks
Stocks Discussed: AVP, IR, LM, HRB,
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Rating: 0.0/5 (0 votes)





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