Students of Columbia Business School published their Winter 2011 issue of Graham and Doddsville.
An excerpt from the Winter 2011 issue:
This issue features an interview with Larry Robbins, portfolio manager of Glenview Institutional Partners. Mr. Robbins outlines clever analogies for the market, his intense research process, and a handful of ideas that he currently finds appealing. The issue also features an interview with Robert Robotti, who has managed his firm’s capital for nearly 30 years, focusing on small– and mid-cap stocks and has compounded 13% net over the past decade. He employs a value-focused, research intensive approach.
We also talk with Artie Williams ’02, Jennifer Wallace ’94, and Judd Kahn, who operate a disciplined long-only equity fund that begins with a consistent process based on valuation and business quality measures.
We aim to offer specific investment ideas that are relevant today. The current issue includes four student investment ideas, all presented at the finals of the Moon Lee Prize for Excellence.
Please feel free to contact us if you have comments or ideas about the newsletter as we continue to refine this publication for future editions. Enjoy!
To download the Winter 2011 Issue, visit Graham and Doddsville
An excerpt from the Winter 2011 issue:
We are pleased to present you with Issue XI of Graham & Doddsville, Columbia Business School’s student-led investment newsletter cosponsored by the Heilbrunn Center for Graham & Dodd Investing and the Columbia Investment Management Association.
This issue features an interview with Larry Robbins, portfolio manager of Glenview Institutional Partners. Mr. Robbins outlines clever analogies for the market, his intense research process, and a handful of ideas that he currently finds appealing. The issue also features an interview with Robert Robotti, who has managed his firm’s capital for nearly 30 years, focusing on small– and mid-cap stocks and has compounded 13% net over the past decade. He employs a value-focused, research intensive approach.
We also talk with Artie Williams ’02, Jennifer Wallace ’94, and Judd Kahn, who operate a disciplined long-only equity fund that begins with a consistent process based on valuation and business quality measures.
We aim to offer specific investment ideas that are relevant today. The current issue includes four student investment ideas, all presented at the finals of the Moon Lee Prize for Excellence.
Please feel free to contact us if you have comments or ideas about the newsletter as we continue to refine this publication for future editions. Enjoy!
To download the Winter 2011 Issue, visit Graham and Doddsville
