Thursday, February 7, 2013
Graham & Doddsville Winter 2013
Columbia Business School is out with their latest issue of the Graham & Doddsville newsletter. In thi issue they interview JANA Partners founder Barry Rosenstein and Scott Ostfeld. They also have interviews with Frank Martin of Martin Capital Management, Daniel Krueger of Owl Creek Asset Management (he also teaches a class on Distressed Investing at Columbia) and Jon Friedland of Imici Capital (formerly Porter Orlin). As always its well worth the read. I am a little bummed they didnt talk much about the recent Investing Conference CSIMA hosted but I suspect that will be fodder for their Spring Issue which should come out in April. Enjoy.