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Columbia Business School's Graham & Doddsville Spring 2012 Newsletter with Jim Chanos, Tom Russo and Julian Robertson

May 10, 2012 | About:

Holly LaFon

255 followers
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.


Rating: 2.7/5 (15 votes)

Comments

boutch2fr
Boutch2fr - 2 years ago
Wow, the interview with Mr. Chanos is really worth reading!
AlbertaSunwapta
AlbertaSunwapta - 2 years ago
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
LwC
LwC - 2 years ago
Jim Chanos: "I also think the renminbi is overvalued." (p.25)

There's a contrarian view! LOL

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