Search This Blog

Tuesday, March 6, 2012

Graham and Doddsville Winter 2012

Columbia Business School's Applied Value Investing Program is out with their latest edition of the Graham and Doddsville newsletter. In this issue they interview Sam Zell, William von Mueffling, Michael Karsch, and William Strong. Plus there are some student stock pitches on BJ's Restaurants (BJRI), Chicago Bridge & Iron (CBI), Hewlett Packard (HQP), and Hankook Tire (000240 KS).

I particularly liked the interview with Michael Karsch and William Strong as those are two people that I really respect but haven't gotten a lot of "face time" with.

Graham and Doddsville Winter 2012

No comments: