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Holly LaFon
Holly LaFon
Articles (8153) 

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

May 10, 2012 | About:

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 (NYSE:AVP), Ingersoll-Rand (NYSE:IR), Legg Mason (NYSE:LM) and H&R Block (NYSE:HRB).

Read the issue here.

Rating: 2.7/5 (15 votes)


Power of Incentives
Power of Incentives - 5 years ago    Report SPAM
Wow, the interview with Mr. Chanos is really worth reading!
AlbertaSunwapta - 5 years ago    Report SPAM
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 - 5 years ago    Report SPAM
Jim Chanos: "I also think the renminbi is overvalued." (p.25)

There's a contrarian view! LOL

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pbarker46Total Payout Yield
DBrizanrota16Jan2018 1143p
DBrizanrota16Jan2018 1118p
DBrizanrota16Jan2018 1114p
pbarker46BV & TBV
doniemaherScreen #27 - ROI
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